Accel Wealth Management’s UnitedHealth UNH Stock Holding History

Accel 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
2025 Q2	–	Sell	-492	Closed	-$258K	–	277
2025 Q1	$258K	Buy	492 +16	+3%	+$8.18K	0.09%	205
2024 Q4	$241K	Sell	476 -85	-15%	-$48.3K	0.09%	212
2024 Q3	$328K	Sell	561 -80	-12%	-$45.2K	0.12%	178
2024 Q2	$326K	Buy	641 +227	+55%	+$111K	0.13%	162
2024 Q1	$205K	Sell	414 -1	-0.2%	-$508	0.09%	214
2023 Q4	$219K	Buy	+415	New	+$221K	0.11%	173
2023 Q2	–	Sell	-149	Closed	-$70.2K	–	822
2023 Q1	$70.2K	Buy	149 +3	+2%	+$1.45K	0.03%	401
2022 Q4	$77.6K	Hold	146	–	–	0.04%	279
2022 Q3	$76K	Hold	146	–	–	0.04%	290
2022 Q2	$77K	Buy	146 +5	+4%	+$2.51K	0.04%	271
2022 Q1	$72K	Hold	141	–	–	0.04%	301
2021 Q4	$71K	Hold	141	–	–	0.03%	320
2021 Q3	$55K	Buy	141 +1	+0.7%	+$414	0.04%	311
2021 Q2	$56K	Hold	140	–	–	0.04%	322
2021 Q1	$52K	Buy	140 +67	+92%	+$23.2K	0.04%	305
2020 Q4	$26K	Buy	+73	New	+$24.5K	0.02%	430

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Accel Wealth Management's UNH Position: Q2 2025 in Review

Accel Wealth Management sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 492 shares — an estimated $258K sold.

Accel Wealth Management first reported a position in UNH in Q4 2020 and held it in 16 quarters. The position peaked at $328K in Q3 2024. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

Accel Wealth Management reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
Accel Wealth Management sold 492 UnitedHealth shares in Q2 2025, an estimated $258K.
Accel Wealth Management first reported a position in UnitedHealth in Q4 2020 and held it in 16 quarters.
Accel Wealth Management's UnitedHealth position peaked at $328K in Q3 2024.
3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Accel Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.