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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
Q2 		$1.51M Buy
3,624
+925
+34% +$343K 0.13% 239
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Atom Investors's UNH Position: Q2 2026 in Review

Atom Investors increased its UnitedHealth (UNH) stake by 34% in Q2 2026, buying an estimated $343K and bringing the position to 3,624 shares worth $1.51M. The position accounts for 0.13% of the portfolio, ranked #239.

Atom Investors first reported a position in UNH in Q4 2018 and has held it in 18 quarters since. The position peaked at $14.7M in Q1 2020. 3,386 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Atom Investors held 3,624 shares of UnitedHealth worth $1.51M as of Q2 2026.
  • Atom Investors bought 925 UnitedHealth shares in Q2 2026, an estimated $343K.
  • UnitedHealth made up 0.13% of Atom Investors's portfolio in Q2 2026, its #239 holding.
  • Atom Investors first reported a position in UnitedHealth in Q4 2018 and has held it in 18 quarters since.
  • Atom Investors's UnitedHealth position peaked at $14.7M in Q1 2020.
  • 3,386 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Atom Investors's 13F filing for Q2 2026, filed 14 Aug 2026.