Acima Private Wealth’s UnitedHealth UNH Stock Holding History

Acima Private Wealth’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	$83.1K	Hold	200	–	–	0.02%	132
2026 Q1	$54.1K	Hold	200	–	–	0.02%	140
2025 Q4	$66K	Sell	200 -152	-43%	-$51.5K	0.02%	133
2025 Q3	$122K	Sell	352 -186	-35%	-$56.3K	0.04%	129
2025 Q2	$168K	Hold	538	–	–	0.06%	121
2025 Q1	$282K	Hold	538	–	–	0.1%	103
2024 Q4	$272K	Hold	538	–	–	0.09%	108
2024 Q3	$315K	Hold	538	–	–	0.11%	104
2024 Q2	$274K	Hold	538	–	–	0.1%	104
2024 Q1	$266K	Sell	538 -20	-4%	-$10.2K	0.1%	112
2023 Q4	$294K	Sell	558 -17	-3%	-$9.07K	0.11%	107
2023 Q3	$290K	Hold	575	–	–	0.13%	111
2023 Q2	$276K	Sell	575 -26	-4%	-$12.7K	0.13%	110
2023 Q1	$284K	Buy	601 +24	+4%	+$11.6K	0.14%	109
2022 Q4	$306K	Hold	577	–	–	0.16%	101
2022 Q3	$291K	Hold	577	–	–	0.15%	97
2022 Q2	$296K	Hold	577	–	–	0.15%	102
2022 Q1	$294K	Hold	577	–	–	0.14%	111
2021 Q4	$290K	Hold	577	–	–	0.12%	114
2021 Q3	$225K	Hold	577	–	–	0.1%	119
2021 Q2	$231K	Sell	577 -30	-5%	-$12K	0.11%	118
2021 Q1	$226K	Sell	607 -64	-10%	-$22.2K	0.11%	116
2020 Q4	$235K	Hold	671	–	–	0.12%	112
2020 Q3	$209K	Hold	671	–	–	0.13%	110
2020 Q2	$198K	Hold	671	–	–	0.13%	118
2020 Q1	$167K	Hold	671	–	–	0.13%	121
2019 Q4	$197K	Hold	671	–	–	0.14%	137
2019 Q3	$145K	Hold	671	–	–	0.11%	146
2019 Q2	$164K	Hold	671	–	–	0.13%	134
2019 Q1	$166K	Buy	671 +159	+31%	+$40.5K	0.14%	129
2018 Q4	$128K	Buy	+512	New	+$135K	0.13%	137

Other funds holding UNH

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Acima Private Wealth's UNH Position: Q2 2026 in Review

Acima Private Wealth held its UnitedHealth (UNH) position steady in Q2 2026 at 200 shares worth $83.1K. The position accounts for 0.02% of the portfolio, ranked #132.

Acima Private Wealth first reported a position in UNH in Q4 2018 and has held it in 31 quarters since. The position peaked at $315K in Q3 2024. 1,670 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Acima Private Wealth held 200 shares of UnitedHealth worth $83.1K as of Q2 2026.
Acima Private Wealth left its UnitedHealth share count unchanged in Q2 2026.
UnitedHealth made up 0.02% of Acima Private Wealth's portfolio in Q2 2026, its #132 holding.
Acima Private Wealth first reported a position in UnitedHealth in Q4 2018 and has held it in 31 quarters since.
Acima Private Wealth's UnitedHealth position peaked at $315K in Q3 2024.
1,670 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Acima Private Wealth's 13F filing for Q2 2026, filed 6 Jul 2026.