EFG
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Elm3 Financial Group’s UnitedHealth UNH Stock Holding History

Elm3 Financial 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
2025
Q4 		– Sell
-862
Closed -$298K – 123
2025
Q3 		$298K Buy
+862
New +$261K 0.24% 90
2025
Q2 		– Sell
-681
Closed -$357K – 116
2025
Q1 		$357K Sell
681
-116
-15% -$59.3K 0.31% 73
2024
Q4 		$403K Buy
+797
New +$453K 0.34% 56

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Elm3 Financial Group's UNH Position: Q4 2025 in Review

Elm3 Financial Group sold out of UnitedHealth (UNH) in Q4 2025, closing a stake of 862 shares — an estimated $298K sold.

Elm3 Financial Group first reported a position in UNH in Q4 2024 and held it in 3 quarters. The position peaked at $403K in Q4 2024. 3,303 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

  • Elm3 Financial Group reported no remaining UnitedHealth position as of Q4 2025 after selling out during the quarter.
  • Elm3 Financial Group sold 862 UnitedHealth shares in Q4 2025, an estimated $298K.
  • Elm3 Financial Group first reported a position in UnitedHealth in Q4 2024 and held it in 3 quarters.
  • Elm3 Financial Group's UnitedHealth position peaked at $403K in Q4 2024.
  • 3,303 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on Elm3 Financial Group's 13F filing for Q4 2025, filed 22 Jan 2026.