SHEETS SMITH WEALTH MANAGEMENT
Position in UNH — Unitedhealth Group Inc
CIK 1157436
WINSTON-SALEM, NC
Position in UNH
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$2,068,174
+$712,248 QoQ
Shares Held
4,976
-0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#1,385
of 3,349 holders
Holding Since
Mar 2020
26 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, 2026SHEETS SMITH WEALTH MANAGEMENT holds $2,297,212 across 2 Healthcare Plans names. UNH ranks #1 (90.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
4,976 | $2,068,174 | |
| 2 | CVS |
CVS HEALTH Corp
|
2,214 | $229,038 |
All Filings in UNH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,068,174 | 4,976 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,355,926 | 5,011 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,666,725 | 5,049 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,716,831 | 4,972 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,572,640 | 5,041 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $2,589,420 | 4,944 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,496,924 | 4,936 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $3,153,763 | 5,394 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $2,516,762 | 4,942 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,583,323 | 5,222 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $2,639,720 | 5,014 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,543,134 | 5,044 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $2,436,364 | 5,069 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,414,462 | 5,109 | Shares | Sole | 2023-05-26 | |
| 2022-12-31 | $3,526,757 | 6,652 | Shares | Sole | 2023-03-08 | |
| 2022-09-30 | $3,359,526 | 6,652 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $3,385,335 | 6,591 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $3,373,961 | 6,616 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $3,948,326 | 7,863 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $3,074,342 | 7,868 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $3,144,655 | 7,853 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $2,998,140 | 8,058 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $2,812,102 | 8,019 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $2,438,664 | 7,822 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $1,915,405 | 6,494 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $2,240,429 | 8,984 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||