Heritage Wealth Management, Inc.
- SEC CIK
- 0002012170
- Latest filing
- Jul 22, 2026
UNH holding history
UnitedHealth Group Inc in every 13F filed by Heritage Wealth Management, Inc., 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)
- 526
- Value
- $218.6K
- % of portfolio
- 0.1%
- Quarters held
- 10
- Since Q4 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 526 | $218.6K | 0.1% | +526 | New | Holders |
| Q1 2026 | 0 | $0 | 0.0% | −825−100.0% | Sold out | Holders |
| Q4 2025 | 825 | $272.3K | 0.2% | −74−8.2% | Reduced | Holders |
| Q3 2025 | 899 | $310.4K | 0.2% | −2−0.2% | Reduced | Holders |
| Q2 2025 | 901 | $281.1K | 0.2% | −188−17.3% | Reduced | Holders |
| Q1 2025 | 1,089 | $570.4K | 0.5% | −6−0.5% | Reduced | Holders |
| Q4 2024 | 1,095 | $553.9K | 0.5% | +169+18.3% | Added | Holders |
| Q3 2024 | 926 | $541.4K | 0.5% | +14+1.5% | Added | Holders |
| Q2 2024 | 912 | $464.4K | 0.4% | +10+1.1% | Added | Holders |
| Q1 2024 | 902 | $446.2K | 0.4% | −3−0.3% | Reduced | Holders |
| Q4 2023 | 905 | $476.5K | 0.5% | – | No prior filing | Holders |