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Elwood Capital Partners’s UnitedHealth UNH Stock Holding History

Elwood Capital Partners’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 		$12.5M Buy
30,028
+20,000
+199% +$7.41M 6.15% 6
2026
Q1 		$2.71M Sell
10,028
-7,500
-43% -$2.23M 1.38% 19
2025
Q4 		$5.79M Sell
17,528
-17,500
-50% -$5.93M 3.44% 13
2025
Q3 		$12.1M Hold
35,028
– – 7.39% 6
2025
Q2 		$10.9M Buy
35,028
+16,219
+86% +$6.2M 8.41% 3
2025
Q1 		$9.85M Buy
18,809
+13,972
+289% +$7.14M 8.52% 2
2024
Q4 		$2.45M Buy
+4,837
New +$2.75M 2.41% 17

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

Elwood Capital Partners's UNH Position: Q2 2026 in Review

Elwood Capital Partners increased its UnitedHealth (UNH) stake by 199% in Q2 2026, buying an estimated $7.41M and bringing the position to 30,028 shares worth $12.5M. The position accounts for 6.15% of the portfolio, ranked #6.

Elwood Capital Partners first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. 3,362 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Elwood Capital Partners held 30,028 shares of UnitedHealth worth $12.5M as of Q2 2026.
  • Elwood Capital Partners bought 20,000 UnitedHealth shares in Q2 2026, an estimated $7.41M.
  • UnitedHealth made up 6.15% of Elwood Capital Partners's portfolio in Q2 2026, its #6 holding.
  • Elwood Capital Partners first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
  • 3,362 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Elwood Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.