Ellevest Inc’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.44M | Buy |
3,451
+102
| +3% | +$37.8K | 0.17% | 87 |
|
|
2026
Q1 | $906K | Buy |
3,349
+165
| +5% | +$49.1K | 0.13% | 117 |
|
|
2025
Q4 | $1.05M | Sell |
3,184
-294
| -8% | -$99.6K | 0.15% | 89 |
|
|
2025
Q3 | $1.2M | Buy |
3,478
+182
| +6% | +$55K | 0.17% | 86 |
|
|
2025
Q2 | $1.03M | Sell |
3,296
-43
| -1% | -$16.4K | 0.16% | 96 |
|
|
2025
Q1 | $1.75M | Sell |
3,339
-111
| -3% | -$56.7K | 0.12% | 57 |
|
|
2024
Q4 | $1.75M | Sell |
3,450
-153
| -4% | -$86.9K | 0.1% | 63 |
|
|
2024
Q3 | $2.11M | Buy |
3,603
+529
| +17% | +$299K | 0.12% | 52 |
|
|
2024
Q2 | $1.57M | Sell |
3,074
-31
| -1% | -$15.2K | 0.09% | 64 |
|
|
2024
Q1 | $1.54M | Sell |
3,105
-141
| -4% | -$71.7K | 0.1% | 66 |
|
|
2023
Q4 | $1.71M | Buy |
3,246
+186
| +6% | +$99.2K | 0.12% | 54 |
|
|
2023
Q3 | $1.54M | Sell |
3,060
-84
| -3% | -$41.3K | 0.12% | 52 |
|
|
2023
Q2 | $1.51M | Buy |
3,144
+284
| +10% | +$139K | 0.11% | 52 |
|
|
2023
Q1 | $1.35M | Sell |
2,860
-544
| -16% | -$263K | 0.11% | 54 |
|
|
2022
Q4 | $1.8M | Buy |
3,404
+98
| +3% | +$51.9K | 0.15% | 42 |
|
|
2022
Q3 | $1.67M | Buy |
3,306
+147
| +5% | +$77.3K | 0.16% | 43 |
|
|
2022
Q2 | $1.62M | Buy |
3,159
+42
| +1% | +$21.1K | 0.15% | 42 |
|
|
2022
Q1 | $1.59M | Buy |
3,117
+529
| +20% | +$255K | 0.13% | 44 |
|
|
2021
Q4 | $1.3M | Buy |
2,588
+161
| +7% | +$72.9K | 0.12% | 48 |
|
|
2021
Q3 | $948K | Buy |
2,427
+341
| +16% | +$141K | 0.09% | 52 |
|
|
2021
Q2 | $835K | Buy |
2,086
+312
| +18% | +$124K | 0.08% | 57 |
|
|
2021
Q1 | $660K | Buy |
1,774
+236
| +15% | +$81.8K | 0.08% | 65 |
|
|
2020
Q4 | $539K | Buy |
1,538
+149
| +11% | +$49.9K | 0.08% | 65 |
|
|
2020
Q3 | $433K | Buy |
1,389
+264
| +23% | +$81.1K | 0.08% | 70 |
|
|
2020
Q2 | $332K | Buy |
1,125
+356
| +46% | +$102K | 0.07% | 75 |
|
|
2020
Q1 | $192K | Buy |
769
+219
| +40% | +$60.3K | 0.05% | 95 |
|
|
2019
Q4 | $162K | Buy |
550
+220
| +67% | +$57.6K | 0.05% | 76 |
|
|
2019
Q3 | $72K | Buy |
330
+25
| +8% | +$6.03K | 0.03% | 103 |
|
|
2019
Q2 | $74K | Buy |
305
+63
| +26% | +$15.2K | 0.03% | 92 |
|
|
2019
Q1 | $60K | Buy |
242
+12
| +5% | +$3.06K | 0.03% | 82 |
|
|
2018
Q4 | $57K | Buy |
+230
| New | +$60.8K | 0.03% | 158 |
|
Other funds holding UNH
Ellevest Inc's UNH Position: Q2 2026 in Review
Ellevest Inc increased its UnitedHealth (UNH) stake by 3% in Q2 2026, buying an estimated $37.8K and bringing the position to 3,451 shares worth $1.44M. The position accounts for 0.17% of the portfolio, ranked #87.
Ellevest Inc first reported a position in UNH in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.11M in Q3 2024. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- Ellevest Inc held 3,451 shares of UnitedHealth worth $1.44M as of Q2 2026.
- Ellevest Inc bought 102 UnitedHealth shares in Q2 2026, an estimated $37.8K.
- UnitedHealth made up 0.17% of Ellevest Inc's portfolio in Q2 2026, its #87 holding.
- Ellevest Inc first reported a position in UnitedHealth in Q4 2018 and has held it in 31 quarters since.
- Ellevest Inc's UnitedHealth position peaked at $2.11M in Q3 2024.
- 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on Ellevest Inc's 13F filing for Q2 2026, filed 10 Aug 2026.