AWM
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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
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Accurate Wealth Management's UNH Position: Q2 2026 in Review

Accurate Wealth Management increased its UnitedHealth (UNH) stake by 9.2% in Q2 2026, buying an estimated $171K and bringing the position to 5,507 shares worth $2.34M. The position accounts for 0.22% of the portfolio, ranked #101.

Accurate Wealth Management first reported a position in UNH in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.89M in Q3 2023. 1,174 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Accurate Wealth Management held 5,507 shares of UnitedHealth worth $2.34M as of Q2 2026.
  • Accurate Wealth Management bought 462 UnitedHealth shares in Q2 2026, an estimated $171K.
  • UnitedHealth made up 0.22% of Accurate Wealth Management's portfolio in Q2 2026, its #101 holding.
  • Accurate Wealth Management first reported a position in UnitedHealth in Q4 2021 and has held it in 19 quarters since.
  • Accurate Wealth Management's UnitedHealth position peaked at $3.89M in Q3 2023.
  • 1,174 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.