Hoxton Planning & Management, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1954782 SHEPHERDSTOWN, WV

Position in UNH

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$398,589

+$188,341 QoQ

Shares Held

959

+23.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#2,485

of 3,349 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Hoxton Planning & Management, LLC holds $780,009 across 2 Healthcare Plans names. UNH ranks #1 (51.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	UNH	Unitedhealth Group Inc This page	959	$398,589
2	CVS	CVS HEALTH Corp	3,687	$381,420

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$398,589	959	+23.4%	Shares	Sole	2026-07-16
2026-03-31	$210,248	777	-18.4%	Shares	Sole	2026-04-20
2025-12-31	$314,264	952	+14.8%	Shares	Sole	2026-02-11
2025-09-30	$286,253	829	-15.8%	Shares	Sole	2025-10-27
2025-06-30	$306,978	984	-19.2%	Shares	Sole	2025-08-06
2025-03-31	$637,927	1,218	-13.5%	Shares	Sole	2025-05-08
2024-12-31	$712,250	1,408	-6.9%	Shares	Sole	2025-09-08
2024-09-30	$884,036	1,512	+30.8%	Shares	Sole	2024-10-08
2024-06-30	$588,704	1,156	-6.3%	Shares	Sole	2024-07-19
2024-03-31	$610,459	1,234	-6.2%	Shares	Sole	2024-04-12
2023-12-31	$692,308	1,315	+6.0%	Shares	Sole	2024-01-30
2023-09-30	$625,195	1,240	+0.5%	Shares	Sole	2023-10-27
2023-06-30	$593,109	1,234	+0.2%	Shares	Sole	2023-07-20
2023-03-31	$581,758	1,231	-15.5%	Shares	Sole	2023-05-15
2022-12-31	$771,942	1,456	—	Shares	Sole	2023-01-25
No filing history on record for this holder in this stock.