Smith Salley Wealth Management

Position in UNH — Unitedhealth Group Inc

CIK 1482012 GREENSBORO, NC

Position in UNH

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$7,105,610

+$2,816,759 QoQ

Shares Held

17,096

+7.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

#847

of 3,340 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Smith Salley Wealth Management holds $23,390,685 across 3 Healthcare Plans names. UNH ranks #2 (30.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ELV	Elevance Health, Inc.	39,707	$15,355,888
2	UNH	Unitedhealth Group Inc This page	17,096	$7,105,610
3	CVS	CVS HEALTH Corp	8,982	$929,187

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,105,610	17,096	+7.9%	Shares	Sole	2026-07-23
2026-03-31	$4,288,851	15,850	-4.7%	Shares	Sole	2026-04-16
2025-12-31	$5,490,719	16,633	+29.2%	Shares	Sole	2026-01-27
2025-09-30	$4,445,046	12,873	+89.5%	Shares	Sole	2025-10-20
2025-06-30	$2,119,524	6,794	+99.8%	Shares	Sole	2025-07-17
2025-03-31	$1,780,750	3,400	-5.6%	Shares	Sole	2025-04-25
2024-12-31	$1,822,613	3,603	-1.1%	Shares	Sole	2025-01-15
2024-09-30	$2,129,989	3,643	+32.4%	Shares	Sole	2024-10-24
2024-06-30	$1,400,974	2,751	+18.8%	Shares	Sole	2024-07-29
2024-03-31	$1,145,230	2,315	-24.9%	Shares	Sole	2024-05-02
2023-12-31	$1,622,580	3,082	+4.1%	Shares	Sole	2024-01-24
2023-09-30	$1,493,410	2,962	-6.4%	Shares	Sole	2023-10-27
2023-06-30	$1,521,225	3,165	+4.1%	Shares	Sole	2023-08-04
2023-03-31	$1,437,145	3,041	+2.1%	Shares	Other	2023-05-03
2022-12-31	$1,578,344	2,977	+3.6%	Shares	Other	2023-02-03
2022-09-30	$1,450,979	2,873	+0.7%	Shares	Other	2022-11-01
2022-06-30	$1,465,899	2,854	+19.9%	Shares	Other	2022-08-01
2022-03-31	$1,214,238	2,381	+19.2%	Shares	Sole	2022-05-10
2021-12-31	$1,002,773	1,997	-2.3%	Shares	Sole	2022-02-10
2021-09-30	$798,281	2,043	+8.7%	Shares	Other	2021-11-05
2021-06-30	$752,826	1,880	+2.2%	Shares	Sole	2021-08-09
2021-03-31	$684,236	1,839	+42.6%	Shares	Sole	2021-04-30
2020-12-31	$452,377	1,290	+81.2%	Shares	Sole	2021-01-28
2020-09-30	$221,980	712	-41.6%	Shares	Sole	2020-11-05
2020-03-31	$303,994	1,219	—	Shares	Sole	2020-04-24
No filing history on record for this holder in this stock.