Biltmore Family Office, LLC
Family OfficePosition in UNH — Unitedhealth Group Inc
CIK 1731123
CHARLOTTE, NC
Position in UNH
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$428,098
+$228,052 QoQ
Shares Held
1,030
+70.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,425
of 3,349 holders
Holding Since
Mar 2020
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Biltmore Family Office, LLC holds $670,791 across 2 Healthcare Plans names. UNH ranks #1 (63.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
1,030 | $428,098 | |
| 2 | CVS |
CVS HEALTH Corp
|
2,346 | $242,693 |
All Filings in UNH
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $428,098 | 1,030 | Shares | Sole | 2026-08-12 | |
| 2025-12-31 | $200,046 | 606 | Shares | Sole | 2026-02-04 | |
| 2025-06-30 | $204,028 | 654 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $390,717 | 746 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $377,371 | 746 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $429,739 | 735 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $283,657 | 557 | Shares | Sole | 2024-08-07 | |
| 2023-12-31 | $209,535 | 398 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $798,204 | 1,689 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $882,749 | 1,665 | Shares | Sole | 2023-02-07 | |
| 2020-09-30 | $283,398 | 909 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $268,109 | 909 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $675,570 | 2,709 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||