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Atlantic Private Wealth, LLC

SEC CIK
0001893143
Latest filing
Aug 11, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by Atlantic Private Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UNH overviewAll 13F holders of UNHFull Q2 2026 holdings

Shares (Q2 2026)
700
Value
$290.9K
% of portfolio
0.2%
Quarters held
5
Since Q2 2025
Holdings of UNH by Atlantic Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026700$290.9K0.2%00.0%UnchangedHolders
Q1 2026700$189.4K0.1%−2,419−77.6%ReducedHolders
Q4 20253,119$1.03M0.7%+3,019+3,019.0%AddedHolders
Q3 2025100$34.5K<0.1%00.0%UnchangedHolders
Q2 2025100$31.2K<0.1%+100NewHolders