ATLAS CAPITAL ADVISORS INC.

Position in UNH — Unitedhealth Group Inc

CIK 1434165 JACKSON, WY

Position in UNH

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$987,121

+$418,341 QoQ

Shares Held

2,375

+13.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#1,826

of 3,349 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

ATLAS CAPITAL ADVISORS INC. holds $5,916,220 across 5 Healthcare Plans names. UNH ranks #3 (16.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVS	CVS HEALTH Corp	33,386	$3,453,781
2	ELV	Elevance Health, Inc.	3,555	$1,374,825
3	UNH	Unitedhealth Group Inc This page	2,375	$987,121
4	CNC	Centene Corp	1,295	$83,126
5	CI	Cigna Group	63	$17,367

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$987,121	2,375	+13.0%	Shares	Sole	2026-08-13
2026-03-31	$568,780	2,102	+18.2%	Shares	Sole	2026-05-11
2025-12-31	$586,935	1,778	-18.4%	Shares	Sole	2026-02-13
2025-06-30	$679,782	2,179	-16.4%	Shares	Sole	2025-08-12
2025-03-31	$1,365,940	2,608	0.0%	Shares	Sole	2025-05-12
2024-12-31	$1,319,282	2,608	0.0%	Shares	Sole	2025-02-12
2024-09-30	$1,524,845	2,608	0.0%	Shares	Sole	2024-11-05
2024-06-30	$1,328,150	2,608	-1.5%	Shares	Sole	2024-07-30
2024-03-31	$1,309,965	2,648	0.0%	Shares	Sole	2024-04-15
2023-12-31	$1,394,092	2,648	-0.3%	Shares	Sole	2024-02-15
2023-09-30	$1,339,128	2,656	0.0%	Shares	Sole	2023-11-14
2023-06-30	$1,276,579	2,656	0.0%	Shares	Sole	2023-08-15
2023-03-31	$1,255,199	2,656	-0.3%	Shares	Sole	2023-05-16
2022-12-31	$1,412,929	2,665	0.0%	Shares	Sole	2023-02-15
2022-09-30	$1,345,931	2,665	-13.1%	Shares	Sole	2022-11-08
2022-06-30	$1,575,303	3,067	-15.2%	Shares	Sole	2022-08-16
2022-03-31	$1,845,071	3,618	+40.5%	Shares	Sole	2022-05-11
2021-12-31	$1,293,010	2,575	-3.3%	Shares	Sole	2022-02-01
2021-09-30	$1,040,540	2,663	0.0%	Shares	Sole	2021-10-28
2021-06-30	$1,066,371	2,663	+3.4%	Shares	Sole	2021-07-30
2021-03-31	$958,452	2,576	-11.1%	Shares	Sole	2021-05-10
2020-12-31	$1,016,621	2,899	-27.5%	Shares	Sole	2021-02-16
2020-09-30	$1,245,832	3,996	0.0%	Shares	Sole	2020-10-23
2020-06-30	$1,178,620	3,996	-2.4%	Shares	Sole	2020-07-28
2020-03-31	$1,021,211	4,095	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.