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 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 $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

All Terrain Financial Advisors's UNH Position: Q1 2026 in Review

All Terrain Financial Advisors increased its UnitedHealth (UNH) stake by 7% in Q1 2026, buying an estimated $121K and bringing the position to 6,237 shares worth $1.69M. The position accounts for 0.4% of the portfolio, ranked #45.

All Terrain Financial Advisors first reported a position in UNH in Q4 2017 and has held it in 14 quarters since. The position peaked at $2.01M in Q3 2025. 3,020 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

All Terrain Financial Advisors held 6,237 shares of UnitedHealth worth $1.69M as of Q1 2026.
All Terrain Financial Advisors bought 407 UnitedHealth shares in Q1 2026, an estimated $121K.
UnitedHealth made up 0.4% of All Terrain Financial Advisors's portfolio in Q1 2026, its #45 holding.
All Terrain Financial Advisors first reported a position in UnitedHealth in Q4 2017 and has held it in 14 quarters since.
All Terrain Financial Advisors's UnitedHealth position peaked at $2.01M in Q3 2025.
3,020 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on All Terrain Financial Advisors's 13F filing for Q1 2026, filed 12 May 2026.