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UnitedHealth shares owned by Atlantic Private Wealth

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

Historical chart of Atlantic Private Wealth investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Atlantic Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.0M 3.1k 330.16
2025-09-30 $35k 100 345.30
2025-06-30 $31k 100 311.97

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View all positions for Atlantic Private Wealth

Top funds holding UnitedHealth

Vanguard Group
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State Street Corporation
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Capital World Investors
Geode Capital Management
Citadel Advisors
Capital Research and Management Company - Division 3
Jpmorgan Chase & Co
Jane Street
Wellington Management Company
FMR
Norges Bank Investment Management
Dodge & Cox
Bank of New York Mellon

View all funds holding UnitedHealth