Atwater Malick’s UnitedHealth UNH Stock Holding History

Atwater Malick’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	–	Sell	-1,215	Closed	-$401K	–	104
2025 Q4	$401K	Buy	1,215 +14	+1%	+$4.74K	0.11%	62
2025 Q3	$415K	Buy	+1,201	New	+$363K	0.12%	60

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

Atwater Malick's UNH Position: Q1 2026 in Review

Atwater Malick sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 1,215 shares — an estimated $401K sold.

Atwater Malick first reported a position in UNH in Q3 2025 and held it in 2 quarters. The position peaked at $415K in Q3 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Atwater Malick reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
Atwater Malick sold 1,215 UnitedHealth shares in Q1 2026, an estimated $401K.
Atwater Malick first reported a position in UnitedHealth in Q3 2025 and held it in 2 quarters.
Atwater Malick's UnitedHealth position peaked at $415K in Q3 2025.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Atwater Malick's 13F filing for Q1 2026, filed 22 Apr 2026.