Hoxton Planning & Management, LLC
- SEC CIK
- 0001954782
- Latest filing
- Jul 16, 2026
UNH holding history
UnitedHealth Group Inc in every 13F filed by Hoxton Planning & Management, 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)
- 959
- Value
- $398.6K
- % of portfolio
- 0.1%
- Quarters held
- 15
- Since Q4 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 959 | $398.6K | 0.1% | +182+23.4% | Added | Holders |
| Q1 2026 | 777 | $210.2K | 0.1% | −175−18.4% | Reduced | Holders |
| Q4 2025 | 952 | $314.3K | 0.1% | +123+14.8% | Added | Holders |
| Q3 2025 | 829 | $286.3K | 0.1% | −155−15.8% | Reduced | Holders |
| Q2 2025 | 984 | $307.0K | 0.1% | −234−19.2% | Reduced | Holders |
| Q1 2025 | 1,218 | $637.7K | 0.2% | −190−13.5% | Reduced | Holders |
| Q4 2024 | 1,408 | $712.5K | 0.3% | −104−6.9% | Reduced | Holders |
| Q3 2024 | 1,512 | $884.2K | 0.3% | +356+30.8% | Added | Holders |
| Q2 2024 | 1,156 | $588.7K | 0.3% | −78−6.3% | Reduced | Holders |
| Q1 2024 | 1,234 | $610.5K | 0.3% | −81−6.2% | Reduced | Holders |
| Q4 2023 | 1,315 | $692.0K | 0.4% | +75+6.0% | Added | Holders |
| Q3 2023 | 1,240 | $625.0K | 0.4% | +6+0.5% | Added | Holders |
| Q2 2023 | 1,234 | $593.1K | 0.4% | +3+0.2% | Added | Holders |
| Q1 2023 | 1,231 | $581.8K | 0.3% | −225−15.5% | Reduced | Holders |
| Q4 2022 | 1,456 | $771.9K | 0.4% | – | No prior filing | Holders |