Elmwood Wealth Management’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 | $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
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. 3,394 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.
- 3,394 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.