Atom Investors’s UnitedHealth UNH Stock Holding History

Atom Investors’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	$730K	Sell	2,699 -9,829	-78%	-$2.93M	0.05%	412
2025 Q4	$4.14M	Buy	+12,528	New	+$4.25M	0.33%	100
2025 Q3	–	Sell	-1,671	Closed	-$521K	–	833
2025 Q2	$521K	Buy	1,671 +701	+72%	+$268K	0.05%	346
2025 Q1	$508K	Hold	970	–	–	0.06%	294
2024 Q4	$491K	Sell	970 -20,706	-96%	-$11.8M	0.06%	313
2024 Q3	$12.7M	Buy	21,676 +21,259	+5,098%	+$12M	1.33%	4
2024 Q2	$212K	Buy	+417	New	+$204K	0.02%	419
2023 Q2	–	Sell	-556	Closed	-$263K	–	371
2023 Q1	$263K	Buy	+556	New	+$268K	0.14%	167
2021 Q3	–	Sell	-4,303	Closed	-$1.72M	–	385
2021 Q2	$1.72M	Buy	+4,303	New	+$1.72M	0.22%	86
2020 Q4	–	Sell	-20,396	Closed	-$6.36M	–	578
2020 Q3	$6.36M	Buy	20,396 +10,105	+98%	+$3.1M	0.61%	35
2020 Q2	$3.04M	Sell	10,291 -48,476	-82%	-$13.9M	0.2%	96
2020 Q1	$14.7M	Buy	58,767 +43,960	+297%	+$12.1M	1.29%	19
2019 Q4	$4.35M	Buy	14,807 +2,309	+18%	+$604K	0.36%	86
2019 Q3	$2.72M	Sell	12,498 -8,078	-39%	-$1.95M	0.19%	137
2019 Q2	$5.02M	Sell	20,576 -8,595	-29%	-$2.07M	0.33%	99
2019 Q1	$7.21M	Buy	29,171 +26,342	+931%	+$6.72M	0.61%	49
2018 Q4	$705K	Buy	+2,829	New	+$747K	0.07%	392

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

Atom Investors's UNH Position: Q1 2026 in Review

Atom Investors reduced its UnitedHealth (UNH) stake by 78% in Q1 2026, selling an estimated $2.93M and leaving 2,699 shares worth $730K. The position accounts for 0.05% of the portfolio, ranked #412.

Atom Investors first reported a position in UNH in Q4 2018 and has held it in 17 quarters since. The position peaked at $14.7M in Q1 2020. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Atom Investors held 2,699 shares of UnitedHealth worth $730K as of Q1 2026.
Atom Investors sold 9,829 UnitedHealth shares in Q1 2026, an estimated $2.93M.
UnitedHealth made up 0.05% of Atom Investors's portfolio in Q1 2026, its #412 holding.
Atom Investors first reported a position in UnitedHealth in Q4 2018 and has held it in 17 quarters since.
Atom Investors's UnitedHealth position peaked at $14.7M in Q1 2020.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Atom Investors's 13F filing for Q1 2026, filed 15 May 2026.