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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
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 $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 Legacy Advisors's UNH Position: Q1 2026 in Review

Atlas Legacy Advisors reduced its UnitedHealth (UNH) stake by 2.4% in Q1 2026, selling an estimated $15.2K and leaving 2,049 shares worth $556K. The position accounts for 0.1% of the portfolio, ranked #122.

Atlas Legacy Advisors first reported a position in UNH in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.09M in Q4 2024. 3,018 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Atlas Legacy Advisors held 2,049 shares of UnitedHealth worth $556K as of Q1 2026.
  • Atlas Legacy Advisors sold 51 UnitedHealth shares in Q1 2026, an estimated $15.2K.
  • UnitedHealth made up 0.1% of Atlas Legacy Advisors's portfolio in Q1 2026, its #122 holding.
  • Atlas Legacy Advisors first reported a position in UnitedHealth in Q4 2024 and has held it in 6 quarters since.
  • Atlas Legacy Advisors's UnitedHealth position peaked at $1.09M in Q4 2024.
  • 3,018 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

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