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UnitedHealth shares owned by Cary Street Partners Financial

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Cary Street Partners Financial from 13F filings

Historical chart of Cary Street Partners Financial investment in UnitedHealth

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All positions including UnitedHealth held by Cary Street Partners Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Cary Street Partners Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $4.4M 11k 415.65
2026-03-31 $2.8M 10k 270.58
2025-12-31 $3.1M 9.4k 330.12
2025-09-30 $3.9M 11k 345.28
2025-06-30 $4.3M 14k 311.97

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