Atlantic Edge Private Wealth Management’s UnitedHealth UNH Stock Holding History

Atlantic Edge Private Wealth Management’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	$183K	Buy	439 +300	+216%	+$111K	0.04%	143
2026 Q1	$37.6K	Hold	139	–	–	0.01%	264
2025 Q4	$45.9K	Sell	139 -10	-7%	-$3.39K	0.01%	228
2025 Q3	$51.5K	Sell	149 -83	-36%	-$25.1K	0.01%	221
2025 Q2	$72.4K	Sell	232 -73	-24%	-$27.9K	0.02%	181
2025 Q1	$160K	Buy	305 +25	+9%	+$12.8K	0.05%	132
2024 Q4	$142K	Sell	280 -84	-23%	-$47.7K	0.04%	143
2024 Q3	$213K	Buy	364 +52	+17%	+$29.4K	0.06%	130
2024 Q2	$159K	Hold	312	–	–	0.05%	136
2024 Q1	$154K	Hold	312	–	–	0.05%	139
2023 Q4	$164K	Buy	+312	New	+$166K	0.07%	132

Other funds holding UNH

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Atlantic Edge Private Wealth Management's UNH Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management increased its UnitedHealth (UNH) stake by 216% in Q2 2026, buying an estimated $111K and bringing the position to 439 shares worth $183K. The position accounts for 0.04% of the portfolio, ranked #143.

Atlantic Edge Private Wealth Management first reported a position in UNH in Q4 2023 and has held it in 11 quarters since. The position peaked at $213K in Q3 2024. 1,733 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Atlantic Edge Private Wealth Management held 439 shares of UnitedHealth worth $183K as of Q2 2026.
Atlantic Edge Private Wealth Management bought 300 UnitedHealth shares in Q2 2026, an estimated $111K.
UnitedHealth made up 0.04% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #143 holding.
Atlantic Edge Private Wealth Management first reported a position in UnitedHealth in Q4 2023 and has held it in 11 quarters since.
Atlantic Edge Private Wealth Management's UnitedHealth position peaked at $213K in Q3 2024.
1,733 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.