Accuvest Global Advisors’s UnitedHealth UNH Stock Holding History

Accuvest Global 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	-2,000	Closed	-$660K	–	79
2025 Q4	$660K	Buy	+2,000	New	+$678K	0.49%	41
2023 Q2	–	Sell	-2,973	Closed	-$1.41M	–	147
2023 Q1	$1.41M	Buy	+2,973	New	+$1.43M	0.64%	33
2022 Q4	–	Sell	-482	Closed	-$243K	–	125
2022 Q3	$243K	Sell	482 -25	-5%	-$13.1K	0.17%	81
2022 Q2	$260K	Sell	507 -40	-7%	-$20.1K	0.17%	82
2022 Q1	$279K	Buy	+547	New	+$264K	0.14%	88
2018 Q4	–	Sell	-2,832	Closed	-$753K	–	145
2018 Q3	$753K	Sell	2,832 -685	-19%	-$178K	0.28%	60
2018 Q2	$863K	Buy	+3,517	New	+$844K	0.33%	50
2016 Q3	–	Sell	-3,445	Closed	-$486K	–	71
2016 Q2	$486K	Hold	3,445	–	–	0.3%	37
2016 Q1	$444K	Buy	+3,445	New	+$408K	0.22%	48

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Accuvest Global Advisors's UNH Position: Q1 2026 in Review

Accuvest Global Advisors sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 2,000 shares — an estimated $660K sold.

Accuvest Global Advisors first reported a position in UNH in Q1 2016 and held it in 9 quarters. The position peaked at $1.41M in Q1 2023. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Accuvest Global Advisors reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
Accuvest Global Advisors sold 2,000 UnitedHealth shares in Q1 2026, an estimated $660K.
Accuvest Global Advisors first reported a position in UnitedHealth in Q1 2016 and held it in 9 quarters.
Accuvest Global Advisors's UnitedHealth position peaked at $1.41M in Q1 2023.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Accuvest Global Advisors's 13F filing for Q1 2026, filed 11 May 2026.