McKinley Carter Wealth Services, Inc.
Position in UNH — Unitedhealth Group Inc
CIK 1484265
WHEELING, WV
Position in UNH
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$313,385
+$78,784 QoQ
Shares Held
754
-13.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2,674
of 3,349 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 19%
Shared 0%
None 81%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026McKinley Carter Wealth Services, Inc. holds $575,527 across 2 Healthcare Plans names. UNH ranks #1 (54.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
754 | $313,385 | |
| 2 | CVS |
CVS HEALTH Corp
|
2,534 | $262,142 |
All Filings in UNH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $313,385 | 754 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $234,601 | 867 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $386,558 | 1,171 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $595,297 | 1,724 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $5,894,049 | 18,893 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $10,252,930 | 19,576 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $9,652,314 | 19,081 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $11,276,138 | 19,286 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $9,572,050 | 18,796 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $8,245,659 | 16,668 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $8,391,931 | 15,940 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $7,329,914 | 14,538 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $7,113,952 | 14,801 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $7,077,980 | 14,977 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $8,809,470 | 16,616 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $8,369,522 | 16,572 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $8,425,072 | 16,403 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $8,394,106 | 16,460 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $7,957,914 | 15,848 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $6,297,947 | 16,118 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $6,372,602 | 15,914 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $5,938,981 | 15,962 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $5,334,894 | 15,213 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $4,807,181 | 15,419 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $4,438,997 | 15,050 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $3,758,655 | 15,072 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||