CARY STREET PARTNERS FINANCIAL LLC

Position in UNH — Unitedhealth Group Inc

CIK 1475045 RICHMOND, VA

Position in UNH

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$4,396,118

+$1,632,043 QoQ

Shares Held

10,577

+3.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#1,032

of 3,349 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 24% Shared 0% None 76%

Healthcare · as of Jun 30, 2026

CARY STREET PARTNERS FINANCIAL LLC holds $13,509,125 across 6 Healthcare Plans names. UNH ranks #2 (32.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CI	Cigna Group	20,258	$5,584,724
2	UNH	Unitedhealth Group Inc This page	10,577	$4,396,118
3	ELV	Elevance Health, Inc.	4,151	$1,605,316
4	CVS	CVS HEALTH Corp	14,914	$1,542,853
5	HUM	Humana Inc	769	$305,462
6	CNC	Centene Corp	1,163	$74,652

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,396,118	10,577	+3.5%	Shares	Defined	2026-07-17
2026-03-31	$2,764,075	10,215	+8.1%	Shares	Defined	2026-04-29
2025-12-31	$3,118,879	9,448	-15.9%	Shares	Defined	2026-02-09
2025-09-30	$3,880,826	11,239	-17.7%	Shares	Defined	2025-11-10
2025-06-30	$4,259,325	13,653	+95.2%	Shares	Defined	2025-08-13
2025-03-31	$3,664,155	6,996	-69.2%	Shares	Defined	2025-05-09
2024-12-31	$11,476,951	22,688	—	Shares	Defined	2025-02-14
No filing history on record for this holder in this stock.