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Atlas Private Wealth Management’s UnitedHealth UNH Stock Holding History

Atlas Private Wealth Management’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
2024
Q1 		$3.9M Buy
7,886
+632
+9% +$321K 1.64% 17
2023
Q4 		$3.82M Buy
7,254
+456
+7% +$243K 1.8% 14
2023
Q3 		$3.43M Buy
6,798
+122
+2% +$60K 1.84% 12
2023
Q2 		$3.21M Buy
6,676
+464
+7% +$227K 1.69% 13
2023
Q1 		$2.94M Sell
6,212
-100
-2% -$48.3K 1.76% 13
2022
Q4 		$3.35M Buy
6,312
+414
+7% +$219K 1.54% 11
2022
Q3 		$2.98M Buy
5,898
+131
+2% +$68.9K 2.16% 12
2022
Q2 		$2.96M Sell
5,767
-383
-6% -$192K 2.02% 13
2022
Q1 		$3.14M Buy
6,150
+153
+3% +$73.8K 1.82% 14
2021
Q4 		$3.01M Sell
5,997
-204
-3% -$92.3K 1.68% 15
2021
Q3 		$2.42M Buy
6,201
+74
+1% +$30.6K 1.48% 18
2021
Q2 		$2.45M Buy
6,127
+62
+1% +$24.7K 1.51% 18
2021
Q1 		$2.26M Sell
6,065
-11
-0.2% -$3.81K 1.44% 16
2020
Q4 		$2.13M Sell
6,076
-266
-4% -$89.2K 1.52% 19
2020
Q3 		$1.98M Buy
6,342
+186
+3% +$57.1K 1.55% 17
2020
Q2 		$1.82M Sell
6,156
-19
-0.3% -$5.44K 1.46% 18
2020
Q1 		$1.54M Buy
6,175
+624
+11% +$172K 1.42% 16
2019
Q4 		$1.63M Buy
+5,551
New +$1.45M 1.25% 23

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Atlas Private Wealth Management's UNH Position: Q1 2024 in Review

Atlas Private Wealth Management increased its UnitedHealth (UNH) stake by 8.7% in Q1 2024, buying an estimated $321K and bringing the position to 7,886 shares worth $3.9M. The position accounts for 1.64% of the portfolio, ranked #17.

Atlas Private Wealth Management first reported a position in UNH in Q4 2019 and has held it in 18 quarters since. 3,375 funds tracked by Wall St. Rank hold UNH as of Q1 2024.

  • Atlas Private Wealth Management held 7,886 shares of UnitedHealth worth $3.9M as of Q1 2024.
  • Atlas Private Wealth Management bought 632 UnitedHealth shares in Q1 2024, an estimated $321K.
  • UnitedHealth made up 1.64% of Atlas Private Wealth Management's portfolio in Q1 2024, its #17 holding.
  • Atlas Private Wealth Management first reported a position in UnitedHealth in Q4 2019 and has held it in 18 quarters since.
  • 3,375 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2024.

Based on Atlas Private Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.