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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
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Atlas Private Wealth Advisors's UNH Position: Q3 2025 in Review

Atlas Private Wealth Advisors sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 1,719 shares — an estimated $536K sold.

Atlas Private Wealth Advisors first reported a position in UNH in Q2 2020 and held it in 15 quarters. The position peaked at $1.01M in Q3 2024. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

  • Atlas Private Wealth Advisors reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 1,719 UnitedHealth shares in Q3 2025, an estimated $536K.
  • Atlas Private Wealth Advisors first reported a position in UnitedHealth in Q2 2020 and held it in 15 quarters.
  • Atlas Private Wealth Advisors's UnitedHealth position peaked at $1.01M in Q3 2024.
  • 3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Atlas Private Wealth Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.