CARY STREET PARTNERS INVESTMENT ADVISORY LLC

Position in UNH — Unitedhealth Group Inc

CIK 1766904 RICHMOND, VA

Position in UNH

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$1,186,617

+$642,737 QoQ

Shares Held

2,855

+42.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.48%

of 13F equity value

Holder Rank

#1,700

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 92% Shared 0% None 8%

Healthcare · as of Jun 30, 2026

CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $2,656,003 across 6 Healthcare Plans names. UNH ranks #1 (44.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	2,855	$1,186,617
2	CVS	CVS HEALTH Corp	6,725	$695,697
3	ELV	Elevance Health, Inc.	815	$315,180
4	CNC	Centene Corp	3,337	$214,199
5	CI	Cigna Group	624	$172,020
6	HUM	Humana Inc	182	$72,290

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,186,617	2,855	+42.0%	Shares	Other	2026-07-17
2026-03-31	$543,880	2,010	+5.3%	Shares	Other	2026-04-29
2025-12-31	$629,845	1,908	+29.6%	Shares	Other	2026-02-09
2025-09-30	$508,277	1,472	-31.2%	Shares	Other	2025-11-10
2025-06-30	$667,924	2,141	-16.2%	Shares	Other	2025-08-13
2025-03-31	$1,338,177	2,555	-3.6%	Shares	Other	2025-05-09
2024-12-31	$1,341,029	2,651	-89.7%	Shares	Other	2025-02-14
2024-09-30	$15,039,718	25,723	+3.0%	Shares	Defined	2024-10-30
2024-06-30	$12,723,856	24,985	+7.8%	Shares	Other	2024-07-22
2024-03-31	$11,464,669	23,175	+4.7%	Shares	Defined	2024-04-30
2023-12-31	$11,657,094	22,142	+7.8%	Shares	Defined	2024-02-07
2023-09-30	$10,357,572	20,543	+2.7%	Shares	Defined	2023-11-13
2023-06-30	$9,616,164	20,007	+1.3%	Shares	Defined	2023-08-10
2023-03-31	$9,330,816	19,744	-2.5%	Shares	Defined	2023-05-12
2022-12-31	$10,734,024	20,246	-0.8%	Shares	Defined	2023-02-14
2022-09-30	$10,306,856	20,408	+9.3%	Shares	Sole	2022-11-14
2022-06-30	$9,590,499	18,672	+1045.5%	Shares	Sole	2022-08-15
2022-03-31	$831,251	1,630	+7.4%	Shares	Sole	2022-05-16
2021-12-31	$761,746	1,517	-20.0%	Shares	Sole	2022-02-14
2021-09-30	$740,843	1,896	+8.1%	Shares	Sole	2021-11-15
2021-06-30	$702,371	1,754	-0.7%	Shares	Sole	2021-08-16
2021-03-31	$657,447	1,767	-9.2%	Shares	Sole	2021-05-17
2020-12-31	$682,072	1,945	-0.2%	Shares	Sole	2021-02-12
2020-09-30	$607,639	1,949	+17.6%	Shares	Sole	2020-11-12
2020-06-30	$489,027	1,658	-3.5%	Shares	Sole	2020-08-05
2020-03-31	$428,434	1,718	—	Shares	Sole	2020-04-21
No filing history on record for this holder in this stock.