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UnitedHealth shares owned by Atlantic Edge Private Wealth Management

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Atlantic Edge Private Wealth Management from 13F filings

Historical chart of Atlantic Edge Private Wealth Management investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Atlantic Edge Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Atlantic Edge Private Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $51k 149 345.30
2025-06-30 $72k 232 311.97
2025-03-31 $160k 305 523.75
2024-12-31 $142k 280 505.86
2024-09-30 $213k 364 584.68
2024-06-30 $159k 312 509.26
2024-03-31 $154k 312 494.70
2023-12-31 $164k 312 526.47

More positions owned by Atlantic Edge Private Wealth Management

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Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Core S&p Mcp Etf (IJH)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Victory Portfolios Ii Core Intermediat (UITB)
Apple (AAPL)
Spdr Index Shs Fds Portflo Eurp Etf (SPEU)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Msci Emrg Chn (EMXC)
Ishares Core Msci Emkt (IEMG)

View all positions for Atlantic Edge Private Wealth Management

Top funds holding UnitedHealth

Vanguard Group
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State Street Corporation
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Geode Capital Management
Capital World Investors
Citadel Advisors
Jpmorgan Chase & Co
Capital Research and Management Company - Division 3
Wellington Management Company
Morgan Stanley
Jane Street
FMR
Capital Research Global Investors
Dodge & Cox

View all funds holding UnitedHealth