AFG
UNH icon

Atomi Financial Group’s UnitedHealth UNH Stock Holding History

Atomi Financial Group’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 		$5.65M Buy
13,585
+5,675
+72% +$2.1M 0.15% 124
2026
Q1 		$2.14M Sell
7,910
-1,834
-19% -$546K 0.07% 232
2025
Q4 		$3.22M Buy
9,744
+927
+11% +$314K 0.09% 164
2025
Q3 		$3.04M Buy
8,817
+1,706
+24% +$516K 0.1% 150
2025
Q2 		$2.22M Sell
7,111
-161
-2% -$61.5K 0.08% 172
2025
Q1 		$3.81M Buy
7,272
+25
+0.3% +$12.8K 0.17% 98
2024
Q4 		$3.67M Buy
7,247
+432
+6% +$245K 0.19% 94
2024
Q3 		$3.98M Sell
6,815
-231
-3% -$131K 0.25% 82
2024
Q2 		$3.59M Buy
7,046
+1,148
+19% +$563K 0.27% 81
2024
Q1 		$2.92M Buy
5,898
+261
+5% +$133K 0.27% 86
2023
Q4 		$2.97M Buy
5,637
+1,881
+50% +$1M 0.41% 51
2023
Q3 		$1.89M Sell
3,756
-318
-8% -$157K 0.63% 38
2023
Q2 		$1.96M Buy
4,074
+229
+6% +$112K 0.89% 18
2023
Q1 		$1.82M Buy
+3,845
New +$1.86M 1.02% 19

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Atomi Financial Group's UNH Position: Q2 2026 in Review

Atomi Financial Group increased its UnitedHealth (UNH) stake by 72% in Q2 2026, buying an estimated $2.1M and bringing the position to 13,585 shares worth $5.65M. The position accounts for 0.15% of the portfolio, ranked #124.

Atomi Financial Group first reported a position in UNH in Q1 2023 and has held it in 14 quarters since. 1,733 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Atomi Financial Group held 13,585 shares of UnitedHealth worth $5.65M as of Q2 2026.
  • Atomi Financial Group bought 5,675 UnitedHealth shares in Q2 2026, an estimated $2.1M.
  • UnitedHealth made up 0.15% of Atomi Financial Group's portfolio in Q2 2026, its #124 holding.
  • Atomi Financial Group first reported a position in UnitedHealth in Q1 2023 and has held it in 14 quarters since.
  • 1,733 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.