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UnitedHealth

Name Holding Trade Value Shares
Change
Change in
Stake
CMANY
2001
Capital Management Associates (New York)
New York
– -$498K -2,000 Closed
JAM
2002
Jupiter Asset Management
United Kingdom
– -$491K -1,972 Closed
CBA
2003
Coastal Bridge Advisors
Connecticut
– -$438K -1,758 Closed
TSS
2004
Two Sigma Securities
New York
– -$387K -1,516 Closed
CGA
2005
Crescent Grove Advisors
Illinois
– -$373K -1,496 Closed
AWA
2006
AmeriServ Wealth Advisors
Pennsylvania
– -$323K -1,295 Closed
WT
2007
Washington Trust
Rhode Island
– -$293K -1,178 Closed
MWP
2008
MYCIO Wealth Partners
Pennsylvania
– -$292K -1,173 Closed
MWM
2009
Merriman Wealth Management
Washington
– -$280K -1,168 Closed
EPA
2010
Element Pointe Advisors
Florida
– -$283K -1,135 Closed
CPC
2011
Cookson Peirce & Co
Pennsylvania
– -$280K -1,124 Closed
PM
2012
Parametrica Management
Hong Kong
– -$280K -1,124 Closed
JIM
2013
Jupiter Investment Management
United Kingdom
– -$269K -1,082 Closed
PCM
2014
Palisade Capital Management
New Jersey
– -$268K -1,074 Closed
LW
2015
Linscomb Wealth
Texas
– -$260K -1,043 Closed
WIP
2016
Wellesley Investment Partners
Massachusetts
– -$258K -1,036 Closed
Diamond Hill Capital Management
2017
Diamond Hill Capital Management
Ohio
– -$248K -997 Closed
FVWA
2018
Foster Victor Wealth Advisors
South Carolina
– -$247K -991 Closed
CPIG
2019
Chicago Partners Investment Group
Illinois
– -$240K -979 Closed
NICM
2020
Neo Ivy Capital Management
New York
– -$238K -956 Closed
FTI
2021
Fiduciary Trust International
Massachusetts
– -$226K -906 Closed
TFF
2022
The Family Firm
Maryland
– -$220K -885 Closed
MIA
2023
MainStreet Investment Advisors
Illinois
– -$219K -880 Closed
DP
2024
Dearborn Partners
Illinois
– -$215K -864 Closed
HWM
2025
Highwater Wealth Management
Colorado
– -$214K -860 Closed