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Atlas Private Wealth Advisors’s UnitedHealth UNH Stock Holding History

Atlas Private Wealth 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 		$234K Buy
+563
New +$209K 0.05% 128
2025
Q3 		– Sell
-1,719
Closed -$536K – 195
2025
Q2 		$536K Sell
1,719
-72
-4% -$27.5K 0.07% 117
2025
Q1 		$938K Buy
1,791
+111
+7% +$56.7K 0.13% 82
2024
Q4 		$849K Sell
1,680
-45
-3% -$25.6K 0.12% 78
2024
Q3 		$1.01M Sell
1,725
-32
-2% -$18.1K 0.15% 68
2024
Q2 		$895K Buy
1,757
+879
+100% +$431K 0.15% 67
2024
Q1 		$434K Sell
878
-874
-50% -$444K 0.15% 67
2023
Q4 		$923K Buy
1,752
+19
+1% +$10.1K 0.17% 57
2023
Q3 		$873K Buy
1,733
+1,003
+137% +$494K 0.17% 79
2023
Q2 		$351K Buy
+730
New +$357K 0.07% 133
2021
Q4 		– Sell
-82
Closed -$32K – 652
2021
Q3 		$32K Sell
82
-7
-8% -$2.9K 0.02% 288
2021
Q2 		$36K Sell
89
-6
-6% -$2.39K 0.02% 270
2021
Q1 		$35K Buy
95
+30
+46% +$10.4K 0.02% 280
2020
Q4 		$23K Hold
65
– – 0.02% 315
2020
Q3 		$20K Hold
65
– – 0.02% 308
2020
Q2 		$19K Buy
+65
New +$18.6K 0.02% 326

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 $3.38T AUM 44.17% 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 Private Wealth Advisors's UNH Position: Q2 2026 in Review

Atlas Private Wealth Advisors opened a new position in UnitedHealth (UNH) in Q2 2026: 563 shares worth $234K. The stake represents 0.05% of the portfolio and ranks #128 among its holdings. This is a return to the name: Atlas Private Wealth Advisors previously reported a position in UNH as recently as Q2 2025.

Atlas Private Wealth Advisors first reported a position in UNH in Q2 2020 and has held it in 16 quarters since. The position peaked at $1.01M in Q3 2024. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Atlas Private Wealth Advisors held 563 shares of UnitedHealth worth $234K as of Q2 2026.
  • UnitedHealth was a new Atlas Private Wealth Advisors position in Q2 2026.
  • UnitedHealth made up 0.05% of Atlas Private Wealth Advisors's portfolio in Q2 2026, its #128 holding.
  • Atlas Private Wealth Advisors first reported a position in UnitedHealth in Q2 2020 and has held it in 16 quarters since.
  • Atlas Private Wealth Advisors's UnitedHealth position peaked at $1.01M in Q3 2024.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.