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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 $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

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

Atlantic Private Wealth held its UnitedHealth (UNH) position steady in Q2 2026 at 700 shares worth $291K. The position accounts for 0.18% of the portfolio, ranked #52.

Atlantic Private Wealth first reported a position in UNH in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.03M in Q4 2025. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Atlantic Private Wealth held 700 shares of UnitedHealth worth $291K as of Q2 2026.
  • Atlantic Private Wealth left its UnitedHealth share count unchanged in Q2 2026.
  • UnitedHealth made up 0.18% of Atlantic Private Wealth's portfolio in Q2 2026, its #52 holding.
  • Atlantic Private Wealth first reported a position in UnitedHealth in Q2 2025 and has held it in 5 quarters since.
  • Atlantic Private Wealth's UnitedHealth position peaked at $1.03M in Q4 2025.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Atlantic Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.