AtlasMark Financial’s UnitedHealth UNH Stock Holding History

AtlasMark Financial’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	$330K	Hold	1,000	–	–	0.21%	29
2025 Q4	$330K	Hold	1,000	–	–	0.21%	29
2025 Q3	$345K	Hold	1,000	–	–	0.23%	31
2025 Q2	$312K	Hold	1,000	–	–	0.24%	30
2025 Q1	$524K	Hold	1,000	–	–	0.49%	26
2024 Q4	$506K	Hold	1,000	–	–	0.46%	27
2024 Q3	$585K	Buy	+1,000	New	+$566K	0.54%	26
2023 Q2	$481K	Hold	1,000	–	–	0.59%	28
2023 Q1	$473K	Buy	+1,000	New	+$483K	0.62%	28
2022 Q3	$505K	Hold	1,000	–	–	0.76%	23
2022 Q2	$514K	Hold	1,000	–	–	0.74%	27
2022 Q1	$510K	Hold	1,000	–	–	0.65%	26
2021 Q4	$502K	Hold	1,000	–	–	0.61%	28
2021 Q3	$391K	Hold	1,000	–	–	0.52%	30
2021 Q2	$400K	Hold	1,000	–	–	0.52%	30
2021 Q1	$372K	Hold	1,000	–	–	0.52%	31
2020 Q4	$351K	Hold	1,000	–	–	0.53%	32
2020 Q3	$312K	Hold	1,000	–	–	0.54%	32
2020 Q2	$295K	Sell	1,000 -5	-0.5%	-$1.43K	0.58%	33
2020 Q1	$251K	Buy	1,005 +5	+0.5%	+$1.38K	0.63%	31
2019 Q4	$294K	Hold	1,000	–	–	0.67%	30
2019 Q3	$217K	Buy	+1,000	New	+$241K	0.54%	34

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

AtlasMark Financial's UNH Position: Q1 2026 in Review

AtlasMark Financial held its UnitedHealth (UNH) position steady in Q1 2026 at 1,000 shares worth $330K. The position accounts for 0.21% of the portfolio, ranked #29.

AtlasMark Financial first reported a position in UNH in Q3 2019 and has held it in 22 quarters since. The position peaked at $585K in Q3 2024. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

AtlasMark Financial held 1,000 shares of UnitedHealth worth $330K as of Q1 2026.
AtlasMark Financial left its UnitedHealth share count unchanged in Q1 2026.
UnitedHealth made up 0.21% of AtlasMark Financial's portfolio in Q1 2026, its #29 holding.
AtlasMark Financial first reported a position in UnitedHealth in Q3 2019 and has held it in 22 quarters since.
AtlasMark Financial's UnitedHealth position peaked at $585K in Q3 2024.
3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on AtlasMark Financial's 13F filing for Q1 2026, filed 22 Apr 2026.