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CARY STREET PARTNERS ASSET MANAGEMENT LLC: UNH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CARY STREET PARTNERS ASSET MANAGEMENT LLC on UNH, newest first. How the timeline and the estimate are built.

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 13,432 UNH shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,432 shares
    Change vs previous 13F +1,207 shares

    0.11% of the 13F portfolio, value $5,582,761.

    13F-HR 0001475045-26-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 10,577 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 2,855 shares

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

  2. period ended2026-03-31
    13F 12,225 shares
    Change vs previous 13F +869 shares

    0.07% of the 13F portfolio, value $3,308,012.

    13F-HR 0001475045-26-000003 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 10,215 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 2,010 shares

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

  3. period ended2025-12-31
    13F 11,356 shares
    Change vs previous 13F -1,355 shares

    0.09% of the 13F portfolio, value $3,748,967.

    13F-HR 0001475045-26-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 9,448 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,908 shares

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

  4. period ended2025-09-30
    13F 12,711 shares
    Change vs previous 13F -3,083 shares

    0.11% of the 13F portfolio, value $4,389,241.

    13F-HR 0001475045-25-000010 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 11,239 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,472 shares

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

  5. period ended2025-06-30
    13F 15,794 shares
    Change vs previous 13F +6,243 shares

    0.13% of the 13F portfolio, value $4,927,414.

    13F-HR 0001475045-25-000006 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 13,653 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 2,141 shares

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

  6. period ended2025-03-31
    13F 9,551 shares
    Change vs previous 13F -15,788 shares

    0.15% of the 13F portfolio, value $5,002,488.

    13F-HR 0001475045-25-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 6,996 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 2,555 shares

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

  7. period ended2024-12-31
    13F 25,339 shares
    Change vs previous 13F -384 shares

    0.4% of the 13F portfolio, value $12,817,805.

    13F-HR 0001475045-25-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 22,688 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 2,651 shares

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

  8. period ended2024-09-30
    13F 25,723 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $15,039,805.

    13F-HR 0001766904-24-000010 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 25,723 shares
    • CARY STREET PARTNERS ASSET MANAGEMENT LLC: 803 shares (included in another member's report, not added)

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