EIG
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Ellenbecker Investment Group’s UnitedHealth UNH Stock Holding History

Ellenbecker Investment Group’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 		$1.48M Sell
3,571
-178
-5% -$66K 0.17% 37
2026
Q1 		$1.01M Buy
3,749
+46
+1% +$13.7K 0.14% 44
2025
Q4 		$1.22M Sell
3,703
-14
-0.4% -$4.74K 0.17% 36
2025
Q3 		$1.28M Sell
3,717
-7
-0.2% -$2.12K 0.19% 36
2025
Q2 		$1.16M Sell
3,724
-556
-13% -$212K 0.19% 36
2025
Q1 		$2.24M Buy
4,280
+233
+6% +$119K 0.4% 23
2024
Q4 		$2.05M Sell
4,047
-6
-0.1% -$3.41K 0.37% 28
2024
Q3 		$2.37M Sell
4,053
-249
-6% -$141K 0.45% 24
2024
Q2 		$2.19M Buy
4,302
+142
+3% +$69.6K 0.44% 24
2024
Q1 		$2.06M Buy
4,160
+44
+1% +$22.4K 0.43% 25
2023
Q4 		$2.17M Sell
4,116
-16
-0.4% -$8.53K 0.5% 23
2023
Q3 		$2.08M Buy
4,132
+3,388
+455% +$1.67M 0.54% 23
2023
Q2 		$357K Buy
744
+62
+9% +$30.3K 0.09% 65
2023
Q1 		$322K Buy
682
+34
+5% +$16.4K 0.09% 68
2022
Q4 		$343K Buy
648
+1
+0.2% +$530 0.1% 60
2022
Q3 		$326K Buy
647
+41
+7% +$21.6K 0.1% 57
2022
Q2 		$311K Buy
606
+52
+9% +$26.1K 0.1% 63
2022
Q1 		$282K Buy
554
+105
+23% +$50.6K 0.08% 70
2021
Q4 		$225K Buy
+449
New +$203K 0.06% 81

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

Ellenbecker Investment Group's UNH Position: Q2 2026 in Review

Ellenbecker Investment Group reduced its UnitedHealth (UNH) stake by 4.7% in Q2 2026, selling an estimated $66K and leaving 3,571 shares worth $1.48M. The position accounts for 0.17% of the portfolio, ranked #37.

Ellenbecker Investment Group first reported a position in UNH in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.37M in Q3 2024. 3,377 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Ellenbecker Investment Group held 3,571 shares of UnitedHealth worth $1.48M as of Q2 2026.
  • Ellenbecker Investment Group sold 178 UnitedHealth shares in Q2 2026, an estimated $66K.
  • UnitedHealth made up 0.17% of Ellenbecker Investment Group's portfolio in Q2 2026, its #37 holding.
  • Ellenbecker Investment Group first reported a position in UnitedHealth in Q4 2021 and has held it in 19 quarters since.
  • Ellenbecker Investment Group's UnitedHealth position peaked at $2.37M in Q3 2024.
  • 3,377 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Ellenbecker Investment Group's 13F filing for Q2 2026, filed 27 Jul 2026.