Heritage Wealth Advisors

Position in UNH — Unitedhealth Group Inc

CIK 1591122 RICHMOND, VA

Position in UNH

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

Position Value

$14,131

-$39,987 QoQ

Shares Held

-83.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#3,286

of 3,349 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Heritage Wealth Advisors holds $1,134,419 across 4 Healthcare Plans names. UNH ranks #4 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ELV	Elevance Health, Inc.	2,347	$907,655
2	CVS	CVS HEALTH Corp	1,200	$124,140
3	CI	Cigna Group	321	$88,493
4	UNH	Unitedhealth Group Inc This page	34	$14,131

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,131	34	-83.0%	Shares	Sole	2026-08-14
2026-03-31	$54,118	200	+233.3%	Shares	Sole	2026-05-14
2025-09-30	$20,718	60	-3.2%	Shares	Sole	2025-11-13
2025-06-30	$19,342	62	-85.3%	Shares	Sole	2025-08-11
2025-03-31	$221,546	423	-99.6%	Shares	Sole	2025-05-08
2024-12-31	$57,203,660	113,082	+1.1%	Shares	Sole	2025-02-12
2024-09-30	$65,428,615	111,905	+4.4%	Shares	Sole	2024-11-12
2024-06-30	$54,602,857	107,220	+6.4%	Shares	Sole	2024-12-12
2024-03-31	$49,856,360	100,781	+7.0%	Shares	Sole	2024-12-12
2023-12-31	$49,569,782	94,155	-5.4%	Shares	Sole	2024-12-12
2023-09-30	$50,169,930	99,506	+6.3%	Shares	Sole	2024-12-12
2023-06-30	$45,009,532	93,645	+2.2%	Shares	Sole	2024-12-12
2023-03-31	$43,319,017	91,663	+6.2%	Shares	Sole	2023-05-04
2022-12-31	$45,777,861	86,344	+2.7%	Shares	Sole	2024-12-12
2022-09-30	$42,444,066	84,041	+2.9%	Shares	Sole	2024-12-12
2022-06-30	$41,941,484	81,657	+22.7%	Shares	Sole	2022-08-04
2022-03-31	$33,934,933	66,543	+5.9%	Shares	Sole	2022-05-11
2021-12-31	$31,564,018	62,859	+6.1%	Shares	Sole	2022-03-28
2021-09-30	$23,147,437	59,240	+3.2%	Shares	Sole	2021-11-02
2021-06-30	$22,984,855	57,399	+9.9%	Shares	Sole	2021-08-09
2021-03-31	$19,438,797	52,245	+12.2%	Shares	Sole	2021-04-27
2020-12-31	$16,325,907	46,555	+9.7%	Shares	Sole	2021-02-01
2020-09-30	$13,228,089	42,429	+1.4%	Shares	Sole	2020-11-03
2020-06-30	$12,346,607	41,860	+114.7%	Shares	Sole	2020-07-17
2020-03-31	$4,861,164	19,493	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.