Position in UNH
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$233,999
-$302,277 QoQ
Shares Held
563
-67.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#2,918
of 3,349 holders
Holding Since
Jun 2020
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Atlas Private Wealth Advisors holds $449,020 across 2 Healthcare Plans names. UNH ranks #1 (52.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
563 | $233,999 | |
| 2 | ELV |
Elevance Health, Inc.
|
556 | $215,021 |
All Filings in UNH
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $233,999 | 563 | Shares | Sole | 2026-07-28 | |
| 2025-06-30 | $536,276 | 1,719 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $938,036 | 1,791 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $849,844 | 1,680 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,008,573 | 1,725 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $894,769 | 1,757 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $434,346 | 878 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $922,375 | 1,752 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $873,761 | 1,733 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $350,867 | 730 | Shares | Sole | 2023-08-04 | |
| 2021-09-30 | $32,040 | 82 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $35,639 | 89 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $35,346 | 95 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $22,794 | 65 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $20,265 | 65 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $19,171 | 65 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||