Atlas Wealth’s UnitedHealth UNH Stock Holding History

Atlas Wealth’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	$461K	Hold	1,110	–	–	0.07%	125
2026 Q1	$300K	Hold	1,110	–	–	0.09%	93
2025 Q4	$366K	Hold	1,110	–	–	0.11%	80
2025 Q3	$383K	Buy	+1,110	New	+$336K	0.12%	77

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Atlas Wealth's UNH Position: Q2 2026 in Review

Atlas Wealth held its UnitedHealth (UNH) position steady in Q2 2026 at 1,110 shares worth $461K. The position accounts for 0.07% of the portfolio, ranked #125.

Atlas Wealth first reported a position in UNH in Q3 2025 and has held it in 4 quarters since. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Atlas Wealth held 1,110 shares of UnitedHealth worth $461K as of Q2 2026.
Atlas Wealth left its UnitedHealth share count unchanged in Q2 2026.
UnitedHealth made up 0.07% of Atlas Wealth's portfolio in Q2 2026, its #125 holding.
Atlas Wealth first reported a position in UnitedHealth in Q3 2025 and has held it in 4 quarters since.
3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

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