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Atlantic Private Wealth’s UnitedHealth UNH Stock Holding History

Atlantic Private Wealth’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 		– Sell
-3,000
Closed -$3.9K – 398
2025
Q4 		$3.9K Buy
+3,000
New +$1.02M ﹤0.01% 216

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

Atlantic Private Wealth's UNH Position: Q1 2026 in Review

Atlantic Private Wealth reduced its UnitedHealth (UNH) stake by 78% in Q1 2026, selling an estimated $720K and leaving 700 shares worth $189K. The position accounts for 0.12% of the portfolio, ranked #64.

Atlantic Private Wealth first reported a position in UNH in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.03M in Q4 2025. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Atlantic Private Wealth held 700 shares of UnitedHealth worth $189K as of Q1 2026.
  • Atlantic Private Wealth sold 2,419 UnitedHealth shares in Q1 2026, an estimated $720K.
  • UnitedHealth made up 0.12% of Atlantic Private Wealth's portfolio in Q1 2026, its #64 holding.
  • Atlantic Private Wealth first reported a position in UnitedHealth in Q2 2025 and has held it in 4 quarters since.
  • Atlantic Private Wealth's UnitedHealth position peaked at $1.03M in Q4 2025.
  • 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Atlantic Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.