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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
Q1 		– Sell
-800
Closed -$405K – 2082
2024
Q4 		$405K Buy
800
+100
+14% +$56.8K ﹤0.01% 1382
2024
Q3 		$409K Hold
700
– – ﹤0.01% 1340
2024
Q2 		$356K Buy
700
+200
+40% +$98K ﹤0.01% 1405
2024
Q1 		$247K Buy
+500
New +$254K ﹤0.01% 1689

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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. 3,177 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.
  • 3,177 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.