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 Q3	$73.4K	Hold	200	–	–	0.02%	135
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Acima Private Wealth's UNH Position: Q3 2026 in Review

Acima Private Wealth held its UnitedHealth (UNH) position steady in Q3 2026 at 200 shares worth $73.4K. The position accounts for 0.02% of the portfolio, ranked #135.

Acima Private Wealth first reported a position in UNH in Q4 2018 and has held it in 32 quarters since. The position peaked at $315K in Q3 2024. 1,919 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

Acima Private Wealth held 200 shares of UnitedHealth worth $73.4K as of Q3 2026.
Acima Private Wealth left its UnitedHealth share count unchanged in Q3 2026.
UnitedHealth made up 0.02% of Acima Private Wealth's portfolio in Q3 2026, its #135 holding.
Acima Private Wealth first reported a position in UnitedHealth in Q4 2018 and has held it in 32 quarters since.
Acima Private Wealth's UnitedHealth position peaked at $315K in Q3 2024.
1,919 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Acima Private Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.