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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 		$2.12M Sell
5,100
-900
-15% -$334K 0.34% 50
2026
Q1 		$1.62M Buy
6,000
+400
+7% +$119K 0.38% 46
2025
Q4 		$1.85M Hold
5,600
– – 0.43% 45
2025
Q3 		$1.93M Buy
5,600
+1,300
+30% +$393K 0.48% 40
2025
Q2 		$1.34M Buy
+4,300
New +$1.64M 0.38% 45

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
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.