Heritage Wealth Management, Inc.
Position in UNH — Unitedhealth Group Inc
CIK 1944755
CINCINNATI, OH
Position in UNH
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$505,406
+$176,369 QoQ
Shares Held
1,216
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#2,310
of 3,349 holders
Holding Since
Jun 2024
9 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, 2026Heritage Wealth Management, Inc. holds $933,129 across 2 Healthcare Plans names. UNH ranks #1 (54.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
1,216 | $505,406 | |
| 2 | ELV |
Elevance Health, Inc.
|
1,106 | $427,723 |
All Filings in UNH
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $505,406 | 1,216 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $329,037 | 1,216 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $427,162 | 1,294 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $439,566 | 1,273 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $393,706 | 1,262 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,082,591 | 2,067 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,192,817 | 2,358 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,396,215 | 2,388 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,216,112 | 2,388 | Shares | Sole | 2024-09-09 | |
| No filing history on record for this holder in this stock. | ||||||