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Atria Investments’s UnitedHealth UNH Stock Holding History

Atria Investments’s Portfolio UNH Stock Details UNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$16.5M Buy
60,953
+2,538
+4% +$756K 0.18% 103
2025
Q4 		$19.3M Sell
58,415
-1,106
-2% -$375K 0.22% 81
2025
Q3 		$20.6M Buy
59,521
+4,105
+7% +$1.24M 0.23% 74
2025
Q2 		$17.3M Sell
55,416
-19,002
-26% -$7.26M 0.2% 99
2025
Q1 		$39M Sell
74,418
-144
-0.2% -$73.6K 0.5% 31
2024
Q4 		$37.7M Sell
74,562
-12,129
-14% -$6.89M 0.47% 33
2024
Q3 		$50.7M Buy
86,691
+1,765
+2% +$998K 0.63% 21
2024
Q2 		$43.2M Buy
84,926
+3,960
+5% +$1.94M 0.56% 25
2024
Q1 		$40M Sell
80,966
-3,002
-4% -$1.53M 0.55% 25
2023
Q4 		$44.2M Buy
83,968
+697
+0.8% +$372K 0.68% 22
2023
Q3 		$42M Buy
83,271
+2,863
+4% +$1.41M 0.75% 16
2023
Q2 		$38.6M Sell
80,408
-581
-0.7% -$284K 0.7% 19
2023
Q1 		$38.3M Buy
80,989
+100
+0.1% +$48.3K 0.72% 17
2022
Q4 		$42.9M Sell
80,889
-352
-0.4% -$186K 0.88% 11
2022
Q3 		$41M Sell
81,241
-407
-0.5% -$214K 0.91% 13
2022
Q2 		$41.9M Buy
81,648
+5,936
+8% +$2.98M 0.88% 15
2022
Q1 		$38.6M Buy
75,712
+2,018
+3% +$973K 0.68% 21
2021
Q4 		$37M Buy
73,694
+5,042
+7% +$2.28M 0.66% 20
2021
Q3 		$26.8M Buy
68,652
+5,774
+9% +$2.39M 0.48% 35
2021
Q2 		$25.2M Buy
62,878
+2,162
+4% +$862K 0.49% 36
2021
Q1 		$22.6M Buy
60,716
+2,837
+5% +$983K 0.5% 40
2020
Q4 		$20.3M Buy
57,879
+2,674
+5% +$896K 0.49% 35
2020
Q3 		$17.2M Buy
55,205
+3,134
+6% +$963K 0.52% 34
2020
Q2 		$15.4M Buy
52,071
+3,353
+7% +$961K 0.53% 33
2020
Q1 		$12.1M Buy
48,718
+5,206
+12% +$1.43M 0.93% 19
2019
Q4 		$12.8M Buy
43,512
+14,824
+52% +$3.88M 0.35% 57
2019
Q3 		$6.23M Buy
28,688
+3,527
+14% +$851K 0.22% 96
2019
Q2 		$6.2M Sell
25,161
-8,273
-25% -$1.99M 0.23% 92
2019
Q1 		$8.27M Buy
33,434
+1,096
+3% +$280K 0.35% 60
2018
Q4 		$8.06M Sell
32,338
-426
-1% -$113K 0.36% 48
2018
Q3 		$8.72M Buy
32,764
+5,818
+22% +$1.51M 0.34% 49
2018
Q2 		$6.61M Buy
26,946
+8,250
+44% +$1.98M 0.29% 61
2018
Q1 		$4M Buy
18,696
+552
+3% +$126K 0.19% 98
2017
Q4 		$4M Buy
18,144
+1,112
+7% +$236K 0.2% 96
2017
Q3 		$3.34M Buy
17,032
+1,323
+8% +$256K 0.18% 110
2017
Q2 		$2.91M Buy
15,709
+716
+5% +$126K 0.18% 115
2017
Q1 		$2.46M Buy
14,993
+2,428
+19% +$398K 0.16% 133
2016
Q4 		$2.01M Buy
12,565
+1,115
+10% +$167K 0.15% 129
2016
Q3 		$1.6M Buy
11,450
+1,503
+15% +$211K 0.15% 131
2016
Q2 		$1.39M Buy
9,947
+678
+7% +$90.4K 0.15% 120
2016
Q1 		$1.2M Buy
9,269
+75
+0.8% +$8.87K 0.14% 119
2015
Q4 		$1.01M Buy
9,194
+4,303
+88% +$503K 0.11% 139
2015
Q3 		$567K Sell
4,891
-2,649
-35% -$317K 0.08% 178
2015
Q2 		$920K Sell
7,540
-537
-7% -$63.5K 0.11% 142
2015
Q1 		$955K Sell
8,077
-588
-7% -$65.3K 0.11% 155
2014
Q4 		$876K Buy
8,665
+524
+6% +$49.7K 0.09% 181
2014
Q3 		$702K Sell
8,141
-2,788
-26% -$236K 0.07% 236
2014
Q2 		$893K Buy
10,929
+2,213
+25% +$174K 0.09% 193
2014
Q1 		$715K Sell
8,716
-1,972
-18% -$148K 0.07% 224
2013
Q4 		$805K Buy
10,688
+785
+8% +$56.4K 0.08% 212
2013
Q3 		$709K Sell
9,903
-1,962
-17% -$140K 0.07% 224
2013
Q2 		$777K Buy
+11,865
New +$738K 0.09% 127

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Atria Investments's UNH Position: Q1 2026 in Review

Atria Investments increased its UnitedHealth (UNH) stake by 4.3% in Q1 2026, buying an estimated $756K and bringing the position to 60,953 shares worth $16.5M. The position accounts for 0.18% of the portfolio, ranked #103.

Atria Investments first reported a position in UNH in Q2 2013 and has held it in 52 quarters since. The position peaked at $50.7M in Q3 2024. 3,020 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Atria Investments held 60,953 shares of UnitedHealth worth $16.5M as of Q1 2026.
  • Atria Investments bought 2,538 UnitedHealth shares in Q1 2026, an estimated $756K.
  • UnitedHealth made up 0.18% of Atria Investments's portfolio in Q1 2026, its #103 holding.
  • Atria Investments first reported a position in UnitedHealth in Q2 2013 and has held it in 52 quarters since.
  • Atria Investments's UnitedHealth position peaked at $50.7M in Q3 2024.
  • 3,020 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.