EFP
UNH icon

Elser Financial Planning’s UnitedHealth UNH Stock Holding History

Elser Financial Planning’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 		$416K Buy
1,000
+149
+18% +$55.2K 0.02% 81
2026
Q1 		$234K Buy
+851
New +$253K 0.01% 121
2025
Q1 		– Sell
-1,035
Closed -$524K – 105
2024
Q4 		$524K Buy
+1,035
New +$588K 0.03% 54
2024
Q3 		– Sell
-975
Closed -$497K – 100
2024
Q2 		$497K Buy
+975
New +$478K 0.08% 51

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

Elser Financial Planning's UNH Position: Q2 2026 in Review

Elser Financial Planning increased its UnitedHealth (UNH) stake by 18% in Q2 2026, buying an estimated $55.2K and bringing the position to 1,000 shares worth $416K. The position accounts for 0.02% of the portfolio, ranked #81.

Elser Financial Planning first reported a position in UNH in Q2 2024 and has held it in 4 quarters since. The position peaked at $524K in Q4 2024. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Elser Financial Planning held 1,000 shares of UnitedHealth worth $416K as of Q2 2026.
  • Elser Financial Planning bought 149 UnitedHealth shares in Q2 2026, an estimated $55.2K.
  • UnitedHealth made up 0.02% of Elser Financial Planning's portfolio in Q2 2026, its #81 holding.
  • Elser Financial Planning first reported a position in UnitedHealth in Q2 2024 and has held it in 4 quarters since.
  • Elser Financial Planning's UnitedHealth position peaked at $524K in Q4 2024.
  • 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Elser Financial Planning's 13F filing for Q2 2026, filed 14 Jul 2026.