Atria Wealth Solutions’s UnitedHealth UNH Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$4.38M	Sell	14,071 -18,304	-57%	-$7M	0.1%	234
2025 Q1	$17M	Sell	32,375 -2,616	-7%	-$1.34M	0.2%	106
2024 Q4	$17.7M	Sell	34,991 -2,630	-7%	-$1.49M	0.19%	106
2024 Q3	$22M	Sell	37,621 -3,774	-9%	-$2.13M	0.24%	90
2024 Q2	$21.1M	Sell	41,395 -2,470	-6%	-$1.21M	0.23%	89
2024 Q1	$21.7M	Sell	43,865 -2,288	-5%	-$1.16M	0.24%	89
2023 Q4	$24.3M	Sell	46,153 -6,425	-12%	-$3.43M	0.3%	65
2023 Q3	$26.5M	Buy	52,578 +3,343	+7%	+$1.65M	0.37%	51
2023 Q2	$23.7M	Buy	49,235 +2,052	+4%	+$1M	0.32%	62
2023 Q1	$22.3M	Buy	47,183 +680	+1%	+$328K	0.33%	67
2022 Q4	$24.7M	Buy	46,503 +5,656	+14%	+$3M	0.4%	45
2022 Q3	$20.6M	Buy	40,847 +999	+3%	+$525K	0.36%	54
2022 Q2	$20.5M	Buy	39,848 +9,730	+32%	+$4.89M	0.38%	58
2022 Q1	$15.4M	Buy	+30,118	New	+$14.5M	0.26%	82

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Atria Wealth Solutions's UNH Position: Q2 2025 in Review

Atria Wealth Solutions reduced its UnitedHealth (UNH) stake by 57% in Q2 2025, selling an estimated $7M and leaving 14,071 shares worth $4.38M. The position accounts for 0.1% of the portfolio, ranked #234.

Atria Wealth Solutions first reported a position in UNH in Q1 2022 and has held it in 14 quarters since. The position peaked at $26.5M in Q3 2023. 3,184 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

Atria Wealth Solutions held 14,071 shares of UnitedHealth worth $4.38M as of Q2 2025.
Atria Wealth Solutions sold 18,304 UnitedHealth shares in Q2 2025, an estimated $7M.
UnitedHealth made up 0.1% of Atria Wealth Solutions's portfolio in Q2 2025, its #234 holding.
Atria Wealth Solutions first reported a position in UnitedHealth in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's UnitedHealth position peaked at $26.5M in Q3 2023.
3,184 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.