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 Q2	$234K	Buy	+562	New	+$208K	0.13%	130
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 New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Accelerate Investment Advisors's UNH Position: Q2 2026 in Review

Accelerate Investment Advisors opened a new position in UnitedHealth (UNH) in Q2 2026: 562 shares worth $234K. The stake represents 0.13% of the portfolio and ranks #130 among its holdings. This is a return to the name: Accelerate Investment Advisors previously reported a position in UNH as recently as Q4 2025.

Accelerate Investment Advisors first reported a position in UNH in Q3 2024 and has held it in 7 quarters since. The position peaked at $467K in Q1 2025. 3,387 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Accelerate Investment Advisors held 562 shares of UnitedHealth worth $234K as of Q2 2026.
UnitedHealth was a new Accelerate Investment Advisors position in Q2 2026.
UnitedHealth made up 0.13% of Accelerate Investment Advisors's portfolio in Q2 2026, its #130 holding.
Accelerate Investment Advisors first reported a position in UnitedHealth in Q3 2024 and has held it in 7 quarters since.
Accelerate Investment Advisors's UnitedHealth position peaked at $467K in Q1 2025.
3,387 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Accelerate Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.