Arcadia Investment Management’s UnitedHealth UNH Stock Holding History

Arcadia 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 Q1	$1.62K	Hold	6	–	–	﹤0.01%	233
2025 Q4	$1.98K	Buy	+6	New	+$2.03K	﹤0.01%	240
2024 Q4	–	Sell	-20	Closed	-$11.7K	–	322
2024 Q3	$11.7K	Buy	+20	New	+$11.3K	﹤0.01%	221
2023 Q1	–	Sell	-435	Closed	-$231K	–	373
2022 Q4	$231K	Buy	435 +394	+961%	+$209K	0.05%	119
2022 Q3	$21K	Hold	41	–	–	0.01%	230
2022 Q2	$21K	Hold	41	–	–	﹤0.01%	236
2022 Q1	$21K	Hold	41	–	–	﹤0.01%	240
2021 Q4	$21K	Hold	41	–	–	﹤0.01%	241
2021 Q3	$16K	Hold	41	–	–	﹤0.01%	239
2021 Q2	$16K	Buy	+41	New	+$16.3K	﹤0.01%	243
2015 Q3	–	Sell	-370	Closed	-$45K	–	217
2015 Q2	$45K	Buy	+370	New	+$43.8K	0.01%	165

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arcadia Investment Management's UNH Position: Q1 2026 in Review

Arcadia Investment Management held its UnitedHealth (UNH) position steady in Q1 2026 at 6 shares worth $1.62K. The position accounts for ﹤0.01% of the portfolio, ranked #233.

Arcadia Investment Management first reported a position in UNH in Q2 2015 and has held it in 11 quarters since. The position peaked at $231K in Q4 2022. 3,023 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Arcadia Investment Management held 6 shares of UnitedHealth worth $1.62K as of Q1 2026.
Arcadia Investment Management left its UnitedHealth share count unchanged in Q1 2026.
UnitedHealth made up ﹤0.01% of Arcadia Investment Management's portfolio in Q1 2026, its #233 holding.
Arcadia Investment Management first reported a position in UnitedHealth in Q2 2015 and has held it in 11 quarters since.
Arcadia Investment Management's UnitedHealth position peaked at $231K in Q4 2022.
3,023 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Arcadia Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.