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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
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Acorn Creek Capital's UNH Position: Q2 2025 in Review

Acorn Creek Capital sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 388 shares — an estimated $203K sold.

Acorn Creek Capital first reported a position in UNH in Q4 2023 and held it in 5 quarters. The position peaked at $360K in Q3 2024. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Acorn Creek Capital reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Acorn Creek Capital sold 388 UnitedHealth shares in Q2 2025, an estimated $203K.
  • Acorn Creek Capital first reported a position in UnitedHealth in Q4 2023 and held it in 5 quarters.
  • Acorn Creek Capital's UnitedHealth position peaked at $360K in Q3 2024.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Acorn Creek Capital's 13F filing for Q2 2025, filed 25 Jul 2025.