Position in UNH
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$3,325
+$1,161 QoQ
Shares Held
8
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#3,326
of 3,349 holders
Holding Since
Mar 2020
26 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, 2026Carolina Wealth Advisors, LLC holds $14,248 across 3 Healthcare Plans names. UNH ranks #3 (23.3% of the industry book) .
All Filings in UNH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,325 | 8 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $2,164 | 8 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $11,883 | 36 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $12,430 | 36 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $2,495 | 8 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $4,190 | 8 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $4,046 | 8 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $4,677 | 8 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $4,074 | 8 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $3,957 | 8 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $15,794 | 30 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $15,125 | 30 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $20,186 | 42 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $19,848 | 42 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $22,267 | 42 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $21,211 | 42 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $21,572 | 42 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $21,418 | 42 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $21,089 | 42 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $16,411 | 42 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $16,818 | 42 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $15,626 | 42 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $14,728 | 42 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $16,835 | 54 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $10,028 | 34 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $8,478 | 34 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||