Accurate Wealth Management
UNH icon

Accurate Wealth Management’s UnitedHealth UNH Stock Holding History

Accurate 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
2026
Q3 		$2.43M Buy
6,439
+932
+17% +$375K 0.21% 100
2026
Q2 		$2.34M Buy
5,507
+462
+9% +$171K 0.22% 101
2026
Q1 		$1.54M Buy
5,045
+291
+6% +$86.7K 0.18% 122
2025
Q4 		$1.64M Buy
4,754
+168
+4% +$56.9K 0.21% 118
2025
Q3 		$1.65M Buy
4,586
+1,325
+41% +$401K 0.22% 113
2025
Q2 		$977K Sell
3,261
-819
-20% -$313K 0.15% 150
2025
Q1 		$2.44M Buy
4,080
+394
+11% +$201K 0.47% 59
2024
Q4 		$1.92M Sell
3,686
-90
-2% -$51.1K 0.37% 71
2024
Q3 		$2.11M Sell
3,776
-3,312
-47% -$1.87M 0.42% 62
2024
Q2 		$3.65M Buy
7,088
+9
+0.1% +$4.41K 0.88% 24
2024
Q1 		$3.55M Sell
7,079
-7
-0.1% -$3.56K 1.04% 25
2023
Q4 		$3.82M Sell
7,086
-159
-2% -$84.8K 1.19% 19
2023
Q3 		$3.89M Buy
7,245
+4,259
+143% +$2.1M 1.22% 17
2023
Q2 		$1.43M Buy
2,986
+143
+5% +$69.9K 0.44% 58
2023
Q1 		$1.46M Sell
2,843
-2,282
-45% -$1.1M 0.5% 52
2022
Q4 		$2.49M Buy
5,125
+3,386
+195% +$1.79M 0.92% 16
2022
Q3 		$906K Buy
1,739
+566
+48% +$298K 0.38% 58
2022
Q2 		$603K Sell
1,173
-10
-0.8% -$5.02K 0.33% 67
2022
Q1 		$603K Buy
1,183
+705
+147% +$340K 0.27% 76
2021
Q4 		$236K Buy
+478
New +$216K 0.19% 125

Other funds holding UNH

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Accurate Wealth Management's UNH Position: Q3 2026 in Review

Accurate Wealth Management increased its UnitedHealth (UNH) stake by 17% in Q3 2026, buying an estimated $375K and bringing the position to 6,439 shares worth $2.43M. The position accounts for 0.21% of the portfolio, ranked #100.

Accurate Wealth Management first reported a position in UNH in Q4 2021 and has held it in 20 quarters since. The position peaked at $3.89M in Q3 2023. 2,861 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Accurate Wealth Management held 6,439 shares of UnitedHealth worth $2.43M as of Q3 2026.
  • Accurate Wealth Management bought 932 UnitedHealth shares in Q3 2026, an estimated $375K.
  • UnitedHealth made up 0.21% of Accurate Wealth Management's portfolio in Q3 2026, its #100 holding.
  • Accurate Wealth Management first reported a position in UnitedHealth in Q4 2021 and has held it in 20 quarters since.
  • Accurate Wealth Management's UnitedHealth position peaked at $3.89M in Q3 2023.
  • 2,861 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.