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	$20.8M	Sell	50,000 -50,000	-50%	-$18.5M	10.25%	1
2026 Q1	$27.1M	Buy	100,000 +37,500	+60%	+$11.2M	13.72%	2
2025 Q4	$20.6M	Buy	62,500 +20,000	+47%	+$6.78M	12.28%	1
2025 Q3	$14.7M	Buy	+42,500	New	+$12.9M	8.96%	2
2025 Q2	–	Sell	-200	Closed	-$10.5M	–	23
2025 Q1	$10.5M	Buy	+200	New	+$102K	9.06%	1

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 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. 2,872 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.
2,872 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.