AB
UNH icon

Atlas Brown’s UnitedHealth UNH Stock Holding History

Atlas Brown’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
Q3 		$320K Buy
871
+11
+1% +$4.43K 0.08% 188
2026
Q2 		$357K Sell
860
-6
-0.7% -$2.22K 0.1% 179
2026
Q1 		$234K Sell
866
-117
-12% -$34.8K 0.07% 204
2025
Q4 		$324K Sell
983
-114
-10% -$38.6K 0.1% 174
2025
Q3 		$379K Buy
1,097
+8
+0.7% +$2.42K 0.11% 159
2025
Q2 		$340K Sell
1,089
-95
-8% -$36.3K 0.11% 170
2025
Q1 		$620K Sell
1,184
-67
-5% -$34.3K 0.22% 103
2024
Q4 		$633K Buy
1,251
+4
+0.3% +$2.27K 0.22% 104
2024
Q3 		$729K Buy
1,247
+16
+1% +$9.05K 0.25% 94
2024
Q2 		$627K Sell
1,231
-451
-27% -$221K 0.22% 104
2024
Q1 		$832K Buy
1,682
+24
+1% +$12.2K 0.3% 89
2023
Q4 		$873K Buy
1,658
+1
+0.1% +$533 0.36% 83
2023
Q3 		$835K Sell
1,657
-82
-5% -$40.4K 0.38% 78
2023
Q2 		$836K Sell
1,739
-297
-15% -$145K 0.37% 82
2023
Q1 		$962K Hold
2,036
– – 0.44% 72
2022
Q4 		$1.08M Hold
2,036
– – 0.53% 59
2022
Q3 		$1.03M Sell
2,036
-82
-4% -$43.1K 0.52% 60
2022
Q2 		$1.09M Hold
2,118
– – 0.51% 64
2022
Q1 		$1.08M Buy
2,118
+69
+3% +$33.3K 0.44% 70
2021
Q4 		$1.03M Hold
2,049
– – 0.4% 77
2021
Q3 		$801K Buy
2,049
+66
+3% +$27.3K 0.35% 89
2021
Q2 		$794K Hold
1,983
– – 0.34% 91
2021
Q1 		$738K Hold
1,983
– – 0.35% 87
2020
Q4 		$695K Buy
1,983
+14
+0.7% +$4.69K 0.36% 85
2020
Q3 		$614K Buy
1,969
+164
+9% +$50.4K 0.36% 82
2020
Q2 		$532K Buy
1,805
+800
+80% +$229K 0.34% 87
2020
Q1 		$251K Sell
1,005
-6
-0.6% -$1.65K 0.2% 120
2019
Q4 		$297K Buy
+1,011
New +$265K 0.19% 123

Other funds holding UNH

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Atlas Brown's UNH Position: Q3 2026 in Review

Atlas Brown increased its UnitedHealth (UNH) stake by 1.3% in Q3 2026, buying an estimated $4.43K and bringing the position to 871 shares worth $320K. The position accounts for 0.08% of the portfolio, ranked #188.

Atlas Brown first reported a position in UNH in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.09M in Q2 2022. 169 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Atlas Brown held 871 shares of UnitedHealth worth $320K as of Q3 2026.
  • Atlas Brown bought 11 UnitedHealth shares in Q3 2026, an estimated $4.43K.
  • UnitedHealth made up 0.08% of Atlas Brown's portfolio in Q3 2026, its #188 holding.
  • Atlas Brown first reported a position in UnitedHealth in Q4 2019 and has held it in 28 quarters since.
  • Atlas Brown's UnitedHealth position peaked at $1.09M in Q2 2022.
  • 169 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Atlas Brown's 13F filing for Q3 2026, filed 9 Oct 2026.