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Elkhorn Partners’s UnitedHealth UNH Stock Holding History

Elkhorn Partners’s Portfolio UNH Stock Details UNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$137K Sell
330
-140
-30% -$51.9K 0.12% 26
2026
Q1 		$127K Sell
470
-430
-48% -$128K 0.08% 25
2025
Q4 		$297K Sell
900
-160
-15% -$54.2K 0.19% 15
2025
Q3 		$366K Buy
1,060
+10
+1% +$3.02K 0.25% 17
2025
Q2 		$328K Buy
+1,050
New +$401K 0.24% 15

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Elkhorn Partners's UNH Position: Q2 2026 in Review

Elkhorn Partners reduced its UnitedHealth (UNH) stake by 30% in Q2 2026, selling an estimated $51.9K and leaving 330 shares worth $137K. The position accounts for 0.12% of the portfolio, ranked #26.

Elkhorn Partners first reported a position in UNH in Q2 2025 and has held it in 5 quarters since. The position peaked at $366K in Q3 2025. 3,386 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Elkhorn Partners held 330 shares of UnitedHealth worth $137K as of Q2 2026.
  • Elkhorn Partners sold 140 UnitedHealth shares in Q2 2026, an estimated $51.9K.
  • UnitedHealth made up 0.12% of Elkhorn Partners's portfolio in Q2 2026, its #26 holding.
  • Elkhorn Partners first reported a position in UnitedHealth in Q2 2025 and has held it in 5 quarters since.
  • Elkhorn Partners's UnitedHealth position peaked at $366K in Q3 2025.
  • 3,386 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Elkhorn Partners's 13F filing for Q2 2026, filed 13 Aug 2026.