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Acorn Wealth Advisors’s UnitedHealth UNH Stock Holding History

Acorn Wealth Advisors’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
-414
Closed -$217K – 261
2025
Q1 		$217K Buy
414
+15
+4% +$7.67K 0.09% 220
2024
Q4 		$202K Buy
399
+2
+0.5% +$1.14K 0.08% 230
2024
Q3 		$232K Buy
397
+1
+0.3% +$566 0.1% 202
2024
Q2 		$202K Buy
+396
New +$194K 0.1% 198
2018
Q3 		– Sell
-57
Closed -$14K – 420
2018
Q2 		$14K Hold
57
– – 0.01% 454
2018
Q1 		$14K Hold
57
– – 0.01% 455
2017
Q4 		$13K Buy
+57
New +$12.1K 0.01% 447

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 Wealth Advisors's UNH Position: Q2 2025 in Review

Acorn Wealth Advisors sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 414 shares — an estimated $217K sold.

Acorn Wealth Advisors first reported a position in UNH in Q4 2017 and held it in 7 quarters. The position peaked at $232K in Q3 2024. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Acorn Wealth Advisors reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Acorn Wealth Advisors sold 414 UnitedHealth shares in Q2 2025, an estimated $217K.
  • Acorn Wealth Advisors first reported a position in UnitedHealth in Q4 2017 and held it in 7 quarters.
  • Acorn Wealth Advisors's UnitedHealth position peaked at $232K in Q3 2024.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Acorn Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.