AFAS
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Acorn Financial Advisory Services’s UnitedHealth UNH Stock Holding History

Acorn Financial Advisory Services’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
-610
Closed -$201K – 234
2025
Q4 		$201K Sell
610
-73
-11% -$24.7K 0.03% 209
2025
Q3 		$236K Sell
683
-21
-3% -$6.35K 0.04% 185
2025
Q2 		$219K Buy
704
+78
+12% +$29.8K 0.04% 182
2025
Q1 		$328K Sell
626
-122
-16% -$62.4K 0.06% 136
2024
Q4 		$379K Sell
748
-187
-20% -$106K 0.06% 141
2024
Q3 		$547K Buy
935
+449
+92% +$254K 0.1% 99
2024
Q2 		$247K Buy
486
+34
+8% +$16.7K 0.05% 177
2024
Q1 		$224K Sell
452
-5
-1% -$2.54K 0.04% 191
2023
Q4 		$241K Hold
457
– – 0.04% 220
2023
Q3 		$231K Sell
457
-16
-3% -$7.87K 0.04% 222
2023
Q2 		$227K Buy
473
+8
+2% +$3.91K 0.04% 228
2023
Q1 		$220K Buy
465
+4
+0.9% +$1.93K 0.04% 212
2022
Q4 		$244K Buy
461
+19
+4% +$10.1K 0.05% 189
2022
Q3 		$223K Sell
442
-59
-12% -$31K 0.05% 191
2022
Q2 		$257K Buy
501
+51
+11% +$25.6K 0.06% 178
2022
Q1 		$230K Hold
450
– – 0.05% 205
2021
Q4 		$226K Buy
+450
New +$204K 0.05% 202
2021
Q3 		– Sell
-665
Closed -$266K – 239
2021
Q2 		$266K Buy
665
+32
+5% +$12.8K 0.08% 206
2021
Q1 		$236K Sell
633
-7
-1% -$2.43K 0.09% 186
2020
Q4 		$225K Buy
+640
New +$215K 0.09% 205

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Acorn Financial Advisory Services's UNH Position: Q1 2026 in Review

Acorn Financial Advisory Services sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 610 shares — an estimated $201K sold.

Acorn Financial Advisory Services first reported a position in UNH in Q4 2020 and held it in 20 quarters. The position peaked at $547K in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Acorn Financial Advisory Services reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
  • Acorn Financial Advisory Services sold 610 UnitedHealth shares in Q1 2026, an estimated $201K.
  • Acorn Financial Advisory Services first reported a position in UnitedHealth in Q4 2020 and held it in 20 quarters.
  • Acorn Financial Advisory Services's UnitedHealth position peaked at $547K in Q3 2024.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q1 2026, filed 24 Apr 2026.