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 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

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

Atlas Brown's UNH Position: Q2 2026 in Review

Atlas Brown reduced its UnitedHealth (UNH) stake by 0.69% in Q2 2026, selling an estimated $2.22K and leaving 860 shares worth $357K. The position accounts for 0.1% of the portfolio, ranked #179.

Atlas Brown first reported a position in UNH in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.09M in Q2 2022. 1,733 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Atlas Brown held 860 shares of UnitedHealth worth $357K as of Q2 2026.
Atlas Brown sold 6 UnitedHealth shares in Q2 2026, an estimated $2.22K.
UnitedHealth made up 0.1% of Atlas Brown's portfolio in Q2 2026, its #179 holding.
Atlas Brown first reported a position in UnitedHealth in Q4 2019 and has held it in 27 quarters since.
Atlas Brown's UnitedHealth position peaked at $1.09M in Q2 2022.
1,733 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Atlas Brown's 13F filing for Q2 2026, filed 9 Jul 2026.