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Atlas Legacy Advisors’s UnitedHealth UNH Stock Holding History

Atlas Legacy 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
Q2 		$1.07M Buy
2,660
+611
+30% +$226K 0.16% 95
2026
Q1 		$556K Sell
2,049
-51
-2% -$15.2K 0.1% 122
2025
Q4 		$697K Buy
2,100
+7
+0.3% +$2.37K 0.12% 113
2025
Q3 		$723K Buy
2,093
+946
+82% +$286K 0.14% 104
2025
Q2 		$358K Sell
1,147
-756
-40% -$289K 0.08% 135
2025
Q1 		$997K Sell
1,903
-251
-12% -$128K 0.25% 66
2024
Q4 		$1.09M Buy
+2,154
New +$1.22M 0.26% 58

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

Atlas Legacy Advisors's UNH Position: Q2 2026 in Review

Atlas Legacy Advisors increased its UnitedHealth (UNH) stake by 30% in Q2 2026, buying an estimated $226K and bringing the position to 2,660 shares worth $1.07M. The position accounts for 0.16% of the portfolio, ranked #95.

Atlas Legacy Advisors first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.09M in Q4 2024. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Atlas Legacy Advisors held 2,660 shares of UnitedHealth worth $1.07M as of Q2 2026.
  • Atlas Legacy Advisors bought 611 UnitedHealth shares in Q2 2026, an estimated $226K.
  • UnitedHealth made up 0.16% of Atlas Legacy Advisors's portfolio in Q2 2026, its #95 holding.
  • Atlas Legacy Advisors first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
  • Atlas Legacy Advisors's UnitedHealth position peaked at $1.09M in Q4 2024.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Atlas Legacy Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.