UnitedHealth shares owned by Atria Wealth Solutions
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Atria Wealth Solutions
from 13F filings
Historical chart of Atria Wealth Solutions investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Atria Wealth Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $4.4M | 14k | 311.12 |
| 2025-03-31 | $17M | 32k | 523.73 |
| 2024-12-31 | $18M | 36k | 505.87 |
| 2024-09-30 | $22M | 38k | 584.79 |
| 2024-06-30 | $21M | 42k | 509.27 |
| 2024-03-31 | $22M | 44k | 494.69 |
| 2023-12-31 | $24M | 46k | 526.46 |
| 2023-09-30 | $27M | 53k | 504.22 |
| 2023-06-30 | $24M | 49k | 480.64 |
| 2023-03-31 | $22M | 47k | 472.60 |
| 2022-12-31 | $26M | 49k | 530.18 |
| 2022-09-30 | $21M | 41k | 505.04 |
| 2022-06-30 | $21M | 40k | 513.61 |
| 2022-03-31 | $15M | 30k | 509.96 |