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Horizons Wealth Management

Position in UNH — Unitedhealth Group Inc

CIK 1943228 ASHEVILLE, NC

Position in UNH

as of Mar 31, 2026 · filed Apr 2, 2026
Position Value
$27,059
-$5,952 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2023
12 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 Mar 31, 2026

Horizons Wealth Management holds $52,133 across 2 Healthcare Plans names. UNH ranks #1 (51.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 UNH
Unitedhealth Group Inc
This page
100 $27,059

All Filings in UNH

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12 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $27,059 100
2025-12-31 $33,011 100
2025-09-30 $34,530 100
2025-06-30 $31,197 100
2025-03-31 $52,375 100
2024-12-31 $50,586 100
2024-09-30 $58,468 100
2024-06-30 $50,926 100
2024-03-31 $49,470 100
2023-12-31 $52,647 100
2023-09-30 $50,419 100
2023-06-30 $48,064 100