All Terrain Financial Advisors’s UnitedHealth UNH Stock Holding History

All Terrain Financial 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
2026 Q2	$2.22M	Sell	5,339 -898	-14%	-$333K	0.36%	46
2026 Q1	$1.69M	Buy	6,237 +407	+7%	+$121K	0.4%	45
2025 Q4	$1.92M	Buy	5,830 +5	+0.1%	+$1.69K	0.45%	41
2025 Q3	$2.01M	Buy	5,825 +1,405	+32%	+$425K	0.5%	37
2025 Q2	$1.38M	Buy	+4,420	New	+$1.69M	0.4%	42
2020 Q2	–	Sell	-2,149	Closed	-$536K	–	166
2020 Q1	$536K	Buy	2,149 +6	+0.3%	+$1.65K	0.22%	63
2019 Q4	$630K	Buy	2,143 +4	+0.2%	+$1.05K	0.2%	72
2019 Q3	$465K	Hold	2,139	–	–	0.16%	84
2019 Q2	$522K	Buy	2,139 +101	+5%	+$24.3K	0.18%	76
2019 Q1	$504K	Sell	2,038 -56	-3%	-$14.3K	0.17%	78
2018 Q4	$522K	Hold	2,094	–	–	0.21%	70
2018 Q3	$557K	Sell	2,094 -170	-8%	-$44.2K	0.23%	71
2018 Q2	$555K	Sell	2,264 -88	-4%	-$21.1K	0.25%	71
2018 Q1	$503K	Sell	2,352 -190	-7%	-$43.4K	0.23%	80
2017 Q4	$561K	Buy	+2,542	New	+$539K	0.26%	71

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

All Terrain Financial Advisors's UNH Position: Q2 2026 in Review

All Terrain Financial Advisors reduced its UnitedHealth (UNH) stake by 14% in Q2 2026, selling an estimated $333K and leaving 5,339 shares worth $2.22M. The position accounts for 0.36% of the portfolio, ranked #46.

All Terrain Financial Advisors first reported a position in UNH in Q4 2017 and has held it in 15 quarters since. 3,387 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

All Terrain Financial Advisors held 5,339 shares of UnitedHealth worth $2.22M as of Q2 2026.
All Terrain Financial Advisors sold 898 UnitedHealth shares in Q2 2026, an estimated $333K.
UnitedHealth made up 0.36% of All Terrain Financial Advisors's portfolio in Q2 2026, its #46 holding.
All Terrain Financial Advisors first reported a position in UnitedHealth in Q4 2017 and has held it in 15 quarters since.
3,387 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on All Terrain Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.