Acorn Creek Capital’s UnitedHealth UNH Stock Holding History

Acorn Creek Capital’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	$215K	Buy	+517	New	+$192K	0.07%	85
2025 Q2	–	Sell	-388	Closed	-$203K	–	82
2025 Q1	$203K	Sell	388 -156	-29%	-$79.7K	0.1%	77
2024 Q4	$275K	Sell	544 -72	-12%	-$40.9K	0.14%	55
2024 Q3	$360K	Buy	616 +154	+33%	+$87.1K	0.19%	43
2024 Q2	$235K	Buy	+462	New	+$226K	0.14%	55
2024 Q1	–	Sell	-624	Closed	-$329K	–	79
2023 Q4	$329K	Buy	+624	New	+$333K	0.15%	48

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Acorn Creek Capital's UNH Position: Q2 2026 in Review

Acorn Creek Capital opened a new position in UnitedHealth (UNH) in Q2 2026: 517 shares worth $215K. The stake represents 0.07% of the portfolio and ranks #85 among its holdings. This is a return to the name: Acorn Creek Capital previously reported a position in UNH as recently as Q1 2025.

Acorn Creek Capital first reported a position in UNH in Q4 2023 and has held it in 6 quarters since. The position peaked at $360K in Q3 2024. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Acorn Creek Capital held 517 shares of UnitedHealth worth $215K as of Q2 2026.
UnitedHealth was a new Acorn Creek Capital position in Q2 2026.
UnitedHealth made up 0.07% of Acorn Creek Capital's portfolio in Q2 2026, its #85 holding.
Acorn Creek Capital first reported a position in UnitedHealth in Q4 2023 and has held it in 6 quarters since.
Acorn Creek Capital's UnitedHealth position peaked at $360K in Q3 2024.
3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Acorn Creek Capital's 13F filing for Q2 2026, filed 6 Aug 2026.