Triangle Securities Wealth Management

Broker-Dealer

Position in UNH — Unitedhealth Group Inc

CIK 1541353 RALEIGH, NC

Position in UNH

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$1,894,441

+$652,163 QoQ

Shares Held

4,558

-0.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.77%

of 13F equity value

Holder Rank

#1,433

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Triangle Securities Wealth Management holds $3,247,697 across 3 Healthcare Plans names. UNH ranks #1 (58.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	4,558	$1,894,441
2	CVS	CVS HEALTH Corp	8,559	$885,428
3	CI	Cigna Group	1,697	$467,828

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,894,441	4,558	-0.7%	Shares	Sole	2026-07-14
2026-03-31	$1,242,278	4,591	-0.1%	Shares	Sole	2026-04-20
2025-12-31	$1,516,855	4,595	-16.5%	Shares	Sole	2026-01-13
2025-09-30	$1,900,531	5,504	-3.8%	Shares	Sole	2025-10-15
2025-06-30	$1,785,092	5,722	+16.9%	Shares	Sole	2025-07-10
2025-03-31	$2,562,708	4,893	+0.1%	Shares	Sole	2025-04-10
2024-12-31	$2,472,137	4,887	+18.6%	Shares	Sole	2025-01-15
2024-09-30	$2,408,881	4,120	-1.2%	Shares	Sole	2024-11-14
2024-06-30	$2,124,123	4,171	-0.1%	Shares	Sole	2024-07-10
2024-03-31	$2,066,361	4,177	+1.7%	Shares	Sole	2024-04-10
2023-12-31	$2,162,212	4,107	-1.0%	Shares	Sole	2024-01-10
2023-09-30	$2,092,388	4,150	-0.5%	Shares	Sole	2023-10-10
2023-06-30	$2,005,230	4,172	-1.4%	Shares	Sole	2023-07-13
2023-03-31	$2,000,000	4,232	-4.0%	Shares	Sole	2023-04-20
2022-12-31	$2,336,503	4,407	-4.5%	Shares	Sole	2023-01-11
2022-09-30	$2,330,254	4,614	-1.0%	Shares	Sole	2022-10-19
2022-06-30	$2,393,515	4,660	-4.8%	Shares	Sole	2022-07-11
2022-03-31	$2,496,813	4,896	-3.1%	Shares	Sole	2022-04-13
2021-12-31	$2,536,309	5,051	-2.6%	Shares	Sole	2022-01-14
2021-09-30	$2,025,986	5,185	-0.0%	Shares	Sole	2021-10-14
2021-06-30	$2,076,681	5,186	-2.3%	Shares	Sole	2021-07-12
2021-03-31	$1,974,203	5,306	-1.5%	Shares	Sole	2021-04-12
2020-12-31	$1,888,762	5,386	+2.2%	Shares	Sole	2021-01-11
2020-09-30	$1,643,339	5,271	-5.4%	Shares	Sole	2020-10-09
2020-06-30	$1,643,166	5,571	-7.5%	Shares	Sole	2020-07-08
2020-03-31	$1,502,015	6,023	—	Shares	Sole	2020-04-06
No filing history on record for this holder in this stock.