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Old North State Trust, LLC

SEC CIK
0001760444
Latest filing
Aug 17, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by Old North State Trust, 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 (Q3 2023)
666
Value
$336.0K
% of portfolio
0.3%
Quarters held
11
Since Q1 2021
Holdings of UNH by Old North State Trust, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 2023––––Not filedHolders
Q3 2023666$336.0K0.3%−22−3.2%ReducedHolders
Q2 2023688$331.0K0.2%00.0%UnchangedHolders
Q1 2023688$325.0K0.2%+4+0.6%AddedHolders
Q4 2022684$363.0K0.2%−10−1.4%ReducedHolders
Q3 2022694$350.0K0.3%+693+69,300.0%AddedHolders
Q2 20221$3540.3%00.0%UnchangedHolders
Q1 20221$3460.3%−678−99.9%ReducedHolders
Q4 2021679$341.0K0.2%+549+422.3%AddedHolders
Q3 2021130$51.0K<0.1%00.0%UnchangedHolders
Q2 2021130$52.0K<0.1%00.0%UnchangedHolders
Q1 2021130$48.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.