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Atlanta Consulting Group Advisors’s UnitedHealth UNH Stock Holding History

Atlanta Consulting Group 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 		$1.1M Buy
2,653
+94
+4% +$34.8K 0.17% 77
2026
Q1 		$692K Buy
2,559
+156
+6% +$46.5K 0.15% 78
2025
Q4 		$793K Sell
2,403
-383
-14% -$130K 0.18% 66
2025
Q3 		$962K Buy
2,786
+79
+3% +$23.9K 0.24% 55
2025
Q2 		$845K Hold
2,707
– – 0.23% 53
2025
Q1 		$1.42M Buy
2,707
+24
+0.9% +$12.3K 0.41% 34
2024
Q4 		$1.36M Sell
2,683
-342
-11% -$194K 0.5% 38
2024
Q3 		$1.77M Buy
3,025
+919
+44% +$520K 0.44% 39
2024
Q2 		$1.07M Sell
2,106
-26
-1% -$12.7K 0.23% 41
2024
Q1 		$1.05M Buy
+2,132
New +$1.08M 0.36% 41

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

Atlanta Consulting Group Advisors's UNH Position: Q2 2026 in Review

Atlanta Consulting Group Advisors increased its UnitedHealth (UNH) stake by 3.7% in Q2 2026, buying an estimated $34.8K and bringing the position to 2,653 shares worth $1.1M. The position accounts for 0.17% of the portfolio, ranked #77.

Atlanta Consulting Group Advisors first reported a position in UNH in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.77M in Q3 2024. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Atlanta Consulting Group Advisors held 2,653 shares of UnitedHealth worth $1.1M as of Q2 2026.
  • Atlanta Consulting Group Advisors bought 94 UnitedHealth shares in Q2 2026, an estimated $34.8K.
  • UnitedHealth made up 0.17% of Atlanta Consulting Group Advisors's portfolio in Q2 2026, its #77 holding.
  • Atlanta Consulting Group Advisors first reported a position in UnitedHealth in Q1 2024 and has held it in 10 quarters since.
  • Atlanta Consulting Group Advisors's UnitedHealth position peaked at $1.77M in Q3 2024.
  • 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Atlanta Consulting Group Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.