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Atlas Capital Advisors’s UnitedHealth UNH Stock Holding History

Atlas Capital Advisors’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 		$569K Buy
2,102
+324
+18% +$96.5K 0.07% 236
2025
Q4 		$587K Buy
+1,778
New +$603K 0.07% 238
2025
Q2 		$680K Sell
2,179
-429
-16% -$164K 0.08% 199
2025
Q1 		$1.37M Hold
2,608
– – 0.17% 108
2024
Q4 		$1.32M Hold
2,608
– – 0.17% 105
2024
Q3 		$1.52M Hold
2,608
– – 0.23% 88
2024
Q2 		$1.33M Sell
2,608
-40
-2% -$19.6K 0.17% 101
2024
Q1 		$1.31M Hold
2,648
– – 0.2% 90
2023
Q4 		$1.39M Sell
2,648
-8
-0.3% -$4.27K 0.2% 86
2023
Q3 		$1.34M Hold
2,656
– – 0.22% 85
2023
Q2 		$1.28M Hold
2,656
– – 0.19% 91
2023
Q1 		$1.26M Sell
2,656
-9
-0.3% -$4.34K 0.2% 89
2022
Q4 		$1.41M Hold
2,665
– – 0.24% 82
2022
Q3 		$1.35M Sell
2,665
-402
-13% -$211K 0.25% 78
2022
Q2 		$1.58M Sell
3,067
-551
-15% -$277K 0.27% 76
2022
Q1 		$1.85M Buy
3,618
+1,043
+41% +$503K 0.29% 77
2021
Q4 		$1.29M Sell
2,575
-88
-3% -$39.8K 0.19% 97
2021
Q3 		$1.04M Hold
2,663
– – 0.17% 108
2021
Q2 		$1.07M Buy
2,663
+87
+3% +$34.7K 0.18% 111
2021
Q1 		$958K Sell
2,576
-323
-11% -$112K 0.19% 109
2020
Q4 		$1.02M Sell
2,899
-1,097
-27% -$368K 0.21% 100
2020
Q3 		$1.25M Hold
3,996
– – 0.3% 79
2020
Q2 		$1.18M Sell
3,996
-99
-2% -$28.4K 0.28% 81
2020
Q1 		$1.02M Sell
4,095
-207
-5% -$57K 0.3% 81
2019
Q4 		$1.26M Sell
4,302
-679
-14% -$178K 0.32% 82
2019
Q3 		$1.08M Buy
4,981
+1,460
+41% +$352K 0.33% 89
2019
Q2 		$859K Buy
3,521
+60
+2% +$14.4K 0.28% 98
2019
Q1 		$856K Sell
3,461
-1,642
-32% -$419K 0.31% 92
2018
Q4 		$1.27M Sell
5,103
-66
-1% -$17.4K 0.51% 50
2018
Q3 		$1.4M Buy
5,169
+1,500
+41% +$390K 0.47% 54
2018
Q2 		$918K Sell
3,669
-2,714
-43% -$652K 0.33% 86
2018
Q1 		$1.37M Buy
+6,383
New +$1.46M 0.42% 63

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

Atlas Capital Advisors's UNH Position: Q1 2026 in Review

Atlas Capital Advisors increased its UnitedHealth (UNH) stake by 18% in Q1 2026, buying an estimated $96.5K and bringing the position to 2,102 shares worth $569K. The position accounts for 0.07% of the portfolio, ranked #236.

Atlas Capital Advisors first reported a position in UNH in Q1 2018 and has held it in 32 quarters since. The position peaked at $1.85M in Q1 2022. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Atlas Capital Advisors held 2,102 shares of UnitedHealth worth $569K as of Q1 2026.
  • Atlas Capital Advisors bought 324 UnitedHealth shares in Q1 2026, an estimated $96.5K.
  • UnitedHealth made up 0.07% of Atlas Capital Advisors's portfolio in Q1 2026, its #236 holding.
  • Atlas Capital Advisors first reported a position in UnitedHealth in Q1 2018 and has held it in 32 quarters since.
  • Atlas Capital Advisors's UnitedHealth position peaked at $1.85M in Q1 2022.
  • 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Atlas Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.