Atlantic Edge Private Wealth Management, LLC
Position in UNH — Unitedhealth Group Inc
CIK 2011145
JACKSONVILLE, FL
Position in UNH
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$182,461
+$144,849 QoQ
Shares Held
439
+215.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#3,068
of 3,349 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Atlantic Edge Private Wealth Management, LLC holds $1,151,198 across 3 Healthcare Plans names. UNH ranks #2 (15.8% of the industry book) .
All Filings in UNH
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $182,461 | 439 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $37,612 | 139 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $45,885 | 139 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $51,449 | 149 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $72,377 | 232 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $159,743 | 305 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $141,640 | 280 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $212,823 | 364 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $158,889 | 312 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $154,346 | 312 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $164,258 | 312 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||