Atwood & Palmer’s UnitedHealth UNH Stock Holding History

Atwood & Palmer’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	$75.2K	Sell	181 -88	-33%	-$32.6K	﹤0.01%	220
2026 Q1	$72.8K	Sell	269 -227	-46%	-$67.6K	﹤0.01%	221
2025 Q4	$164K	Hold	496	–	–	0.01%	161
2025 Q3	$171K	Hold	496	–	–	0.01%	164
2025 Q2	$155K	Sell	496 -60	-11%	-$22.9K	0.01%	163
2025 Q1	$291K	Sell	556 -219	-28%	-$112K	0.02%	127
2024 Q4	$392K	Buy	775 +10	+1%	+$5.68K	0.03%	119
2024 Q3	$447K	Hold	765	–	–	0.03%	116
2024 Q2	$390K	Sell	765 -60	-7%	-$29.4K	0.03%	113
2024 Q1	$408K	Buy	825 +32	+4%	+$16.3K	0.03%	115
2023 Q4	$417K	Sell	793 -75	-9%	-$40K	0.03%	115
2023 Q3	$438K	Hold	868	–	–	0.04%	105
2023 Q2	$417K	Buy	868 +319	+58%	+$156K	0.04%	111
2023 Q1	$259K	Hold	549	–	–	0.02%	124
2022 Q4	$291K	Hold	549	–	–	0.03%	126
2022 Q3	$277K	Hold	549	–	–	0.03%	125
2022 Q2	$282K	Buy	549 +27	+5%	+$13.6K	0.03%	121
2022 Q1	$266K	Sell	522 -30	-5%	-$14.5K	0.02%	131
2021 Q4	$277K	Buy	552 +25	+5%	+$11.3K	0.02%	133
2021 Q3	$206K	Buy	527 +30	+6%	+$12.4K	0.02%	141
2021 Q2	$199K	Hold	497	–	–	0.02%	149
2021 Q1	$185K	Hold	497	–	–	0.02%	146
2020 Q4	$174K	Hold	497	–	–	0.02%	145
2020 Q3	$155K	Hold	497	–	–	0.02%	139
2020 Q2	$147K	Hold	497	–	–	0.02%	142
2020 Q1	$124K	Buy	497 +88	+22%	+$24.2K	0.02%	140
2019 Q4	$120K	Hold	409	–	–	0.02%	149
2019 Q3	$89K	Sell	409 -110	-21%	-$26.5K	0.01%	169
2019 Q2	$127K	Sell	519 -249	-32%	-$59.9K	0.02%	142
2019 Q1	$190K	Hold	768	–	–	0.03%	124
2018 Q4	$191K	Buy	768 +394	+105%	+$104K	0.03%	121
2018 Q3	$99K	Hold	374	–	–	0.01%	158
2018 Q2	$92K	Buy	374 +249	+199%	+$59.8K	0.01%	159
2018 Q1	$27K	Hold	125	–	–	﹤0.01%	208
2017 Q4	$28K	Hold	125	–	–	﹤0.01%	204
2017 Q3	$24K	Hold	125	–	–	﹤0.01%	216
2017 Q2	$23K	Hold	125	–	–	﹤0.01%	218
2017 Q1	$21K	Sell	125 -128	-51%	-$21K	﹤0.01%	220
2016 Q4	$40K	Hold	253	–	–	0.01%	183
2016 Q3	$35K	Hold	253	–	–	0.01%	189
2016 Q2	$36K	Hold	253	–	–	0.01%	190
2016 Q1	$33K	Hold	253	–	–	0.01%	199
2015 Q4	$30K	Hold	253	–	–	0.01%	235
2015 Q3	$29K	Hold	253	–	–	0.01%	229
2015 Q2	$31K	Buy	253 +128	+102%	+$15.1K	0.01%	214
2015 Q1	$15K	Hold	125	–	–	﹤0.01%	255
2014 Q4	$13K	Hold	125	–	–	﹤0.01%	278
2014 Q3	$11K	Buy	+125	New	+$10.6K	﹤0.01%	300

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Atwood & Palmer's UNH Position: Q2 2026 in Review

Atwood & Palmer reduced its UnitedHealth (UNH) stake by 33% in Q2 2026, selling an estimated $32.6K and leaving 181 shares worth $75.2K. The position accounts for ﹤0.01% of the portfolio, ranked #220.

Atwood & Palmer first reported a position in UNH in Q3 2014 and has held it in 48 quarters since. The position peaked at $447K in Q3 2024. 3,371 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Atwood & Palmer held 181 shares of UnitedHealth worth $75.2K as of Q2 2026.
Atwood & Palmer sold 88 UnitedHealth shares in Q2 2026, an estimated $32.6K.
UnitedHealth made up ﹤0.01% of Atwood & Palmer's portfolio in Q2 2026, its #220 holding.
Atwood & Palmer first reported a position in UnitedHealth in Q3 2014 and has held it in 48 quarters since.
Atwood & Palmer's UnitedHealth position peaked at $447K in Q3 2024.
3,371 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.