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Accordant Advisory Group’s UnitedHealth UNH Stock Holding History

Accordant Advisory Group’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
-2
Closed -$661 – 259
2025
Q4 		$661 Hold
2
– – ﹤0.01% 154
2025
Q3 		$691 Hold
2
– – ﹤0.01% 157
2025
Q2 		$624 Buy
+2
New +$764 ﹤0.01% 164
2024
Q2 		– Sell
-314
Closed -$155K – 223
2024
Q1 		$155K Buy
+314
New +$160K 0.12% 96

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Accordant Advisory Group's UNH Position: Q1 2026 in Review

Accordant Advisory Group sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 2 shares — an estimated $661 sold.

Accordant Advisory Group first reported a position in UNH in Q1 2024 and held it in 4 quarters. The position peaked at $155K in Q1 2024. 3,040 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Accordant Advisory Group reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
  • Accordant Advisory Group sold 2 UnitedHealth shares in Q1 2026, an estimated $661.
  • Accordant Advisory Group first reported a position in UnitedHealth in Q1 2024 and held it in 4 quarters.
  • Accordant Advisory Group's UnitedHealth position peaked at $155K in Q1 2024.
  • 3,040 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Accordant Advisory Group's 13F filing for Q1 2026, filed 11 May 2026.