Position in UNH
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$290,941
+$101,528 QoQ
Shares Held
700
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#2,735
of 3,349 holders
Holding Since
Jun 2025
5 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, 2026Atlantic Private Wealth, LLC holds $312,272 across 3 Healthcare Plans names. UNH ranks #1 (93.2% of the industry book) .
All Filings in UNH
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $290,941 | 700 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $189,413 | 700 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,029,613 | 3,119 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $34,530 | 100 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $31,197 | 100 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||