Atria Investments, Inc

Position in UNH — Unitedhealth Group Inc

CIK 1535865 Charlotte, NC

Position in UNH

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$29,858,859

+$13,365,587 QoQ

Shares Held

71,840

+17.9% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.60%

of 13F equity value

Holder Rank

#462

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Atria Investments, Inc holds $57,693,295 across 8 Healthcare Plans names. UNH ranks #1 (51.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	71,840	$29,858,859
2	ELV	Elevance Health, Inc.	30,858	$11,933,714
3	CVS	CVS HEALTH Corp	75,699	$7,831,061
4	CI	Cigna Group	17,229	$4,749,690
5	CNC	Centene Corp	27,986	$1,796,421
6	HUM	Humana Inc	2,164	$859,584
7	ALHC	Alignment Healthcare, Inc.	18,204	$433,437
8	MOH	Molina Healthcare, Inc.	1,008	$230,529

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$29,858,859	71,840	+17.9%	Shares	Sole	2026-07-28
2026-03-31	$16,493,272	60,953	+4.3%	Shares	Sole	2026-05-05
2025-12-31	$19,283,375	58,415	-1.9%	Shares	Sole	2026-02-05
2025-09-30	$20,552,601	59,521	+7.4%	Shares	Sole	2025-11-06
2025-06-30	$17,288,129	55,416	-25.5%	Shares	Sole	2025-08-04
2025-03-31	$38,976,427	74,418	-0.2%	Shares	Sole	2025-05-06
2024-12-31	$37,717,933	74,562	-14.0%	Shares	Sole	2025-02-06
2024-09-30	$50,686,493	86,691	+2.1%	Shares	Sole	2024-11-01
2024-06-30	$43,249,414	84,926	+4.9%	Shares	Sole	2024-08-13
2024-03-31	$40,053,880	80,966	-3.6%	Shares	Sole	2024-05-21
2023-12-31	$44,206,632	83,968	+0.8%	Shares	Sole	2024-02-14
2023-09-30	$41,984,405	83,271	+3.6%	Shares	Sole	2023-11-07
2023-06-30	$38,647,301	80,408	-0.7%	Shares	Sole	2023-08-04
2023-03-31	$38,274,591	80,989	+0.1%	Shares	Sole	2023-05-10
2022-12-31	$42,885,730	80,889	-0.4%	Shares	Sole	2023-01-31
2022-09-30	$41,029,954	81,241	-0.5%	Shares	Sole	2022-11-01
2022-06-30	$41,936,862	81,648	+7.8%	Shares	Sole	2022-08-11
2022-03-31	$38,610,848	75,712	+2.7%	Shares	Sole	2022-05-02
2021-12-31	$37,004,705	73,694	+7.3%	Shares	Sole	2022-02-04
2021-09-30	$26,825,082	68,652	+9.2%	Shares	Sole	2021-11-16
2021-06-30	$25,178,866	62,878	+3.6%	Shares	Sole	2021-08-10
2021-03-31	$22,590,602	60,716	+4.9%	Shares	Sole	2021-05-11
2020-12-31	$20,297,007	57,879	+4.8%	Shares	Sole	2021-02-12
2020-09-30	$17,211,262	55,205	+6.0%	Shares	Sole	2020-11-05
2020-06-30	$15,358,341	52,071	+6.9%	Shares	Sole	2020-09-22
2020-03-31	$12,149,294	48,718	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.