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Acropolis Investment Management’s UnitedHealth UNH Stock Holding History

Acropolis Investment Management’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 		$4.45M Sell
10,706
-439
-4% -$163K 0.18% 58
2026
Q1 		$3.02M Sell
11,145
-1,306
-10% -$389K 0.13% 61
2025
Q4 		$4.11M Sell
12,451
-2,920
-19% -$990K 0.18% 53
2025
Q3 		$4.8M Buy
15,371
+5,077
+49% +$1.54M 0.24% 43
2025
Q2 		$3.21M Sell
10,294
-1,004
-9% -$384K 0.18% 51
2025
Q1 		$5.92M Buy
11,298
+378
+3% +$193K 0.35% 32
2024
Q4 		$5.52M Sell
10,920
-207
-2% -$118K 0.33% 35
2024
Q3 		$6.51M Sell
11,127
-74
-0.7% -$41.9K 0.39% 30
2024
Q2 		$5.7M Buy
11,201
+187
+2% +$91.7K 0.36% 34
2024
Q1 		$5.45M Sell
11,014
-103
-0.9% -$52.4K 0.36% 32
2023
Q4 		$5.84M Sell
11,117
-269
-2% -$143K 0.41% 30
2023
Q3 		$5.74M Sell
11,386
-214
-2% -$105K 0.44% 29
2023
Q2 		$5.58M Sell
11,600
-368
-3% -$180K 0.44% 29
2023
Q1 		$5.66M Buy
11,968
+1,121
+10% +$541K 0.46% 28
2022
Q4 		$5.75M Sell
10,847
-133
-1% -$70.5K 0.52% 22
2022
Q3 		$5.55M Sell
10,980
-357
-3% -$188K 0.57% 23
2022
Q2 		$5.82M Sell
11,337
-62
-0.5% -$31.1K 0.57% 22
2022
Q1 		$5.81M Sell
11,399
-1,711
-13% -$825K 0.53% 22
2021
Q4 		$6.58M Sell
13,110
-38
-0.3% -$17.2K 0.59% 18
2021
Q3 		$5.12M Sell
13,148
-48
-0.4% -$19.9K 0.61% 22
2021
Q2 		$5.28M Sell
13,196
-195
-1% -$77.8K 0.51% 22
2021
Q1 		$4.98M Buy
13,391
+64
+0.5% +$22.2K 0.51% 23
2020
Q4 		$4.67M Buy
13,327
+57
+0.4% +$19.1K 0.51% 22
2020
Q3 		$4.14M Buy
13,270
+46
+0.3% +$14.1K 0.51% 24
2020
Q2 		$3.9M Buy
13,224
+30
+0.2% +$8.6K 0.51% 23
2020
Q1 		$3.29M Sell
13,194
-95
-0.7% -$26.1K 0.51% 24
2019
Q4 		$3.91M Sell
13,289
-235
-2% -$61.5K 0.54% 21
2019
Q3 		$2.94M Sell
13,524
-64
-0.5% -$15.4K 0.42% 26
2019
Q2 		$3.32M Sell
13,588
-103
-0.8% -$24.8K 0.51% 21
2019
Q1 		$3.38M Sell
13,691
-1,372
-9% -$350K 0.53% 20
2018
Q4 		$3.75M Buy
15,063
+892
+6% +$236K 0.65% 18
2018
Q3 		$3.77M Buy
14,171
+781
+6% +$203K 0.61% 18
2018
Q2 		$3.29M Sell
13,390
-2,476
-16% -$595K 0.54% 18
2018
Q1 		$3.4M Sell
15,866
-1,279
-7% -$292K 0.55% 19
2017
Q4 		$3.78M Sell
17,145
-290
-2% -$61.5K 0.58% 17
2017
Q3 		$3.42M Sell
17,435
-1,868
-10% -$361K 0.56% 17
2017
Q2 		$3.58M Sell
19,303
-1,955
-9% -$343K 0.61% 18
2017
Q1 		$3.49M Sell
21,258
-155
-0.7% -$25.4K 0.61% 19
2016
Q4 		$3.43M Sell
21,413
-1,620
-7% -$242K 0.63% 19
2016
Q3 		$3.23M Sell
23,033
-1,012
-4% -$142K 0.6% 19
2016
Q2 		$3.4M Sell
24,045
-20
-0.1% -$2.67K 0.64% 19
2016
Q1 		$3.1M Sell
24,065
-1,370
-5% -$162K 0.6% 21
2015
Q4 		$2.99M Buy
25,435
+1,710
+7% +$200K 0.6% 20
2015
Q3 		$2.75M Buy
23,725
+675
+3% +$80.8K 0.57% 20
2015
Q2 		$2.81M Sell
23,050
-348
-1% -$41.2K 0.55% 22
2015
Q1 		$2.77M Sell
23,398
-190
-0.8% -$21.1K 0.52% 25
2014
Q4 		$2.38M Buy
23,588
+295
+1% +$28K 0.46% 29
2014
Q3 		$2.01M Buy
23,293
+1,745
+8% +$147K 0.4% 39
2014
Q2 		$1.76M Buy
21,548
+3,335
+18% +$262K 0.36% 44
2014
Q1 		$1.49M Buy
18,213
+2,350
+15% +$177K 0.31% 47
2013
Q4 		$1.19M Buy
15,863
+185
+1% +$13.3K 0.26% 53
2013
Q3 		$1.12M Buy
15,678
+2,810
+22% +$201K 0.23% 57
2013
Q2 		$843K Buy
+12,868
New +$801K 0.18% 62

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Acropolis Investment Management's UNH Position: Q2 2026 in Review

Acropolis Investment Management reduced its UnitedHealth (UNH) stake by 3.9% in Q2 2026, selling an estimated $163K and leaving 10,706 shares worth $4.45M. The position accounts for 0.18% of the portfolio, ranked #58.

Acropolis Investment Management first reported a position in UNH in Q2 2013 and has held it in 53 quarters since. The position peaked at $6.58M in Q4 2021. 1,733 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Acropolis Investment Management held 10,706 shares of UnitedHealth worth $4.45M as of Q2 2026.
  • Acropolis Investment Management sold 439 UnitedHealth shares in Q2 2026, an estimated $163K.
  • UnitedHealth made up 0.18% of Acropolis Investment Management's portfolio in Q2 2026, its #58 holding.
  • Acropolis Investment Management first reported a position in UnitedHealth in Q2 2013 and has held it in 53 quarters since.
  • Acropolis Investment Management's UnitedHealth position peaked at $6.58M in Q4 2021.
  • 1,733 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Acropolis Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.