Atria Wealth Solutions »

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in UnitedHealth by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
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 $25M 47k 530.18
2022-09-30 $24M 48k 504.75
2022-06-30 $21M 40k 513.61
2022-03-31 $15M 30k 509.96