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Accelerate Investment Advisors’s UnitedHealth UNH Stock Holding History

Accelerate Investment Advisors’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
Q1 		– Sell
-660
Closed -$218K – 140
2025
Q4 		$218K Sell
660
-37
-5% -$12.5K 0.15% 111
2025
Q3 		$241K Sell
697
-14
-2% -$4.23K 0.16% 100
2025
Q2 		$222K Sell
711
-181
-20% -$69.2K 0.17% 105
2025
Q1 		$467K Buy
892
+83
+10% +$42.4K 0.39% 47
2024
Q4 		$409K Buy
809
+321
+66% +$182K 0.36% 48
2024
Q3 		$285K Buy
+488
New +$276K 0.28% 58

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Accelerate Investment Advisors's UNH Position: Q1 2026 in Review

Accelerate Investment Advisors sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 660 shares — an estimated $218K sold.

Accelerate Investment Advisors first reported a position in UNH in Q3 2024 and held it in 6 quarters. The position peaked at $467K in Q1 2025. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Accelerate Investment Advisors reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
  • Accelerate Investment Advisors sold 660 UnitedHealth shares in Q1 2026, an estimated $218K.
  • Accelerate Investment Advisors first reported a position in UnitedHealth in Q3 2024 and held it in 6 quarters.
  • Accelerate Investment Advisors's UnitedHealth position peaked at $467K in Q1 2025.
  • 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Accelerate Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.