Elmwood Wealth Management’s UnitedHealth UNH Stock Holding History

Elmwood Wealth Management’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	$2.25M	Buy	5,409 +11	+0.2%	+$4.08K	0.56%	55
2026 Q1	$1.46M	Sell	5,398 -264	-5%	-$78.6K	0.4%	60
2025 Q4	$1.87M	Buy	5,662 +54	+1%	+$18.3K	0.59%	53
2025 Q3	$1.94M	Buy	5,608 +220	+4%	+$66.5K	0.69%	50
2025 Q2	$1.68M	Sell	5,388 -40	-0.7%	-$15.3K	0.67%	54
2025 Q1	$2.84M	Sell	5,428 -175	-3%	-$89.5K	1.17%	34
2024 Q4	$2.83M	Sell	5,603 -120	-2%	-$68.2K	1.14%	32
2024 Q3	$3.35M	Sell	5,723 -85	-1%	-$48.1K	1.38%	22
2024 Q2	$2.96M	Sell	5,808 -329	-5%	-$161K	1.32%	25
2024 Q1	$3.04M	Buy	6,137 +1,018	+20%	+$518K	1.3%	23
2023 Q4	$2.69M	Sell	5,119 -1,221	-19%	-$651K	1.89%	15
2023 Q3	$3.2M	Sell	6,340 -10	-0.2%	-$4.92K	1.54%	14
2023 Q2	$3.05M	Sell	6,350 -175	-3%	-$85.6K	1.42%	19
2023 Q1	$3.08M	Sell	6,525 -16	-0.2%	-$7.72K	1.46%	15
2022 Q4	$3.47M	Sell	6,541 -40	-0.6%	-$21.2K	1.73%	10
2022 Q3	$3.32M	Buy	6,581 +105	+2%	+$55.2K	1.66%	12
2022 Q2	$3.33M	Sell	6,476 -30	-0.5%	-$15.1K	1.89%	12
2022 Q1	$3.32M	Buy	6,506 +110	+2%	+$53.1K	1.7%	15
2021 Q4	$3.21M	Buy	+6,396	New	+$2.9M	1.53%	14
2021 Q2	$2.58M	Hold	6,446	–	–	1.36%	19
2021 Q1	$2.4M	Buy	+6,446	New	+$2.23M	1.46%	16
2020 Q3	$1.83M	Hold	6,213	–	–	1.49%	17
2020 Q2	$1.83M	Sell	6,213 -2,244	-27%	-$643K	1.49%	17
2020 Q1	$1.81M	Buy	8,457 +1,137	+16%	+$313K	1.73%	12
2019 Q4	$2.15M	Buy	7,320 +45	+0.6%	+$11.8K	1.87%	10
2019 Q3	$1.58M	Hold	7,275	–	–	1.6%	20
2019 Q2	$1.77M	Sell	7,275 -60	-0.8%	-$14.4K	1.57%	15
2019 Q1	$1.81M	Sell	7,335 -610	-8%	-$156K	1.68%	11
2018 Q4	$1.98M	Sell	7,945 -138	-2%	-$36.5K	1.91%	10
2018 Q3	$2.15M	Sell	8,083 -84	-1%	-$21.8K	1.78%	12
2018 Q2	$2M	Sell	8,167 -290	-3%	-$69.6K	1.82%	11
2018 Q1	$1.81M	Buy	+8,457	New	+$1.93M	1.73%	12

Other funds holding UNH

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Elmwood Wealth Management's UNH Position: Q2 2026 in Review

Elmwood Wealth Management increased its UnitedHealth (UNH) stake by 0.2% in Q2 2026, buying an estimated $4.08K and bringing the position to 5,409 shares worth $2.25M. The position accounts for 0.56% of the portfolio, ranked #55.

Elmwood Wealth Management first reported a position in UNH in Q1 2018 and has held it in 32 quarters since. The position peaked at $3.47M in Q4 2022. 1,814 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Elmwood Wealth Management held 5,409 shares of UnitedHealth worth $2.25M as of Q2 2026.
Elmwood Wealth Management bought 11 UnitedHealth shares in Q2 2026, an estimated $4.08K.
UnitedHealth made up 0.56% of Elmwood Wealth Management's portfolio in Q2 2026, its #55 holding.
Elmwood Wealth Management first reported a position in UnitedHealth in Q1 2018 and has held it in 32 quarters since.
Elmwood Wealth Management's UnitedHealth position peaked at $3.47M in Q4 2022.
1,814 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Elmwood Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.