Position in UNH
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,179,142
+$255,889 QoQ
Shares Held
2,837
-16.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,703
of 3,349 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Wellington Shields & Co., LLC holds $3,204,280 across 3 Healthcare Plans names. UNH ranks #2 (36.8% of the industry book) .
All Filings in UNH
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,179,142 | 2,837 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $923,253 | 3,412 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $653,617 | 1,980 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $323,200 | 936 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $112,621 | 361 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $154,506 | 295 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $121,912 | 241 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $119,859 | 205 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $121,203 | 238 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $223,604 | 452 | Shares | Sole | 2024-05-23 | |
| 2023-12-31 | $325,358 | 618 | Shares | Sole | 2024-05-23 | |
| 2023-09-30 | $311,589 | 618 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $408,544 | 850 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $390,359 | 826 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $573,654 | 1,082 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $383,830 | 760 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $272,223 | 530 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $203,988 | 400 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $200,856 | 400 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||