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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
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. 3,021 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.
  • 3,021 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.