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HOLDERNESS INVESTMENTS CO: UNH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HOLDERNESS INVESTMENTS CO on UNH, newest first. How the timeline and the estimate are built.

HOLDERNESS INVESTMENTS CO held 6,703 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,703 shares
    Change vs previous 13F -7 shares

    0.46% of the 13F portfolio, value $2,786,111.

    13F-HR 0001184820-26-000004 filed by HOLDERNESS INVESTMENTS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 6,710 shares
    Change vs previous 13F -316 shares

    0.36% of the 13F portfolio, value $1,815,752.

    13F-HR 0001184820-26-000002 filed by HOLDERNESS INVESTMENTS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 7,026 shares
    Change vs previous 13F -1,240 shares

    0.47% of the 13F portfolio, value $2,319,466.

    13F-HR 0001184820-26-000001 filed by HOLDERNESS INVESTMENTS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 8,266 shares
    Change vs previous 13F -2,173 shares

    0.58% of the 13F portfolio, value $2,854,188.

    13F-HR 0001184820-25-000014 filed by HOLDERNESS INVESTMENTS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 10,439 shares
    Change vs previous 13F +241 shares

    0.7% of the 13F portfolio, value $3,256,551.

    13F-HR 0001184820-25-000013 filed by HOLDERNESS INVESTMENTS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 10,198 shares
    Change vs previous 13F +118 shares

    1.25% of the 13F portfolio, value $5,341,460.

    13F-HR 0001184820-25-000002 filed by HOLDERNESS INVESTMENTS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 10,080 shares
    Change vs previous 13F +334 shares

    1.12% of the 13F portfolio, value $5,099,267.

    13F-HR 0001184820-25-000001 filed by HOLDERNESS INVESTMENTS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 9,746 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $5,698,461.

    13F-HR 0001184820-24-000011 filed by HOLDERNESS INVESTMENTS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).