Wellington Shields & Co., LLC
- SEC CIK
- 0001506073
- Latest filing
- Aug 10, 2026
UNH holding history
UnitedHealth Group Inc in every 13F filed by Wellington Shields & Co., LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
UNH overviewAll 13F holders of UNHFull Q2 2026 holdings
- Shares (Q2 2026)
- 2,837
- Value
- $1.18M
- % of portfolio
- 0.3%
- Quarters held
- 19
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 2,837 | $1.18M | 0.3% | −575−16.9% | Reduced | Holders |
| Q1 2026 | 3,412 | $923.2K | 0.2% | +1,432+72.3% | Added | Holders |
| Q4 2025 | 1,980 | $653.5K | 0.2% | +1,044+111.5% | Added | Holders |
| Q3 2025 | 936 | $323.1K | 0.1% | +575+159.3% | Added | Holders |
| Q2 2025 | 361 | $112.6K | <0.1% | +66+22.4% | Added | Holders |
| Q1 2025 | 295 | $154.5K | <0.1% | +54+22.4% | Added | Holders |
| Q4 2024 | 241 | $121.9K | <0.1% | +36+17.6% | Added | Holders |
| Q3 2024 | 205 | $119.9K | <0.1% | −33−13.9% | Reduced | Holders |
| Q2 2024 | 238 | $121.2K | <0.1% | −214−47.3% | Reduced | Holders |
| Q1 2024 | 452 | $223.6K | 0.1% | −166−26.9% | Reduced | Holders |
| Q4 2023 | 618 | $325.4K | 0.1% | 00.0% | Unchanged | Holders |
| Q3 2023 | 618 | $311.6K | 0.1% | −232−27.3% | Reduced | Holders |
| Q2 2023 | 850 | $408.5K | 0.1% | +24+2.9% | Added | Holders |
| Q1 2023 | 826 | $390.4K | 0.1% | −256−23.7% | Reduced | Holders |
| Q4 2022 | 1,082 | $573.7K | 0.1% | +322+42.4% | Added | Holders |
| Q3 2022 | 760 | $384.0K | 0.2% | +230+43.4% | Added | Holders |
| Q2 2022 | 530 | $272.0K | 0.1% | +130+32.5% | Added | Holders |
| Q1 2022 | 400 | $204.0K | 0.1% | 00.0% | Unchanged | Holders |
| Q4 2021 | 400 | $201.0K | <0.1% | +400 | New | Holders |