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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
DA
2001
DSC Advisors
Illinois
$908K +$6.03K +12 +0.7%
VWMG
2002
Virginia Wealth Management Group
Virginia
$907K +$30.6K +61 +4%
TSW
2003
Thompson Siegel & Walmsley
Virginia
$904K -$176K -350 -17%
KWA
2004
Kellett Wealth Advisors
Ohio
$904K – – –
ACP
2005
Arcus Capital Partners
Georgia
$901K -$136K -271 -13%
ARI
2006
Applied Research Investments
Delaware
$901K +$881K +1,755 New
GA
2007
Geller Advisors
New York
$900K – – –
ANB
2008
Amarillo National Bank
Texas
$899K +$13.1K +26 +2%
AMG
2009
Asset Management Group
Connecticut
$899K +$28.6K +57 +3%
SI
2010
Scharf Investments
California
$898K -$15.6K -31 -2%
DCM
2011
DGS Capital Management
New Jersey
$898K +$36.2K +72 +4%
EA
2012
Eudaimonia Advisors
Tennessee
$897K -$23.1K -46 -3%
SDWMA
2013
Schneider Downs Wealth Management Advisors
Pennsylvania
$897K -$6.53K -13 -0.7%
DCM
2014
Deuterium Capital Management
Florida
$897K – – –
FPF
2015
First Pacific Financial
Washington
$895K -$17.1K -34 -2%
TWA
2016
TCI Wealth Advisors
Arizona
$895K +$35.7K +71 +4%
SMA
2017
Sage Mountain Advisors
Georgia
$893K +$47.7K +95 +6%
HBCM
2018
Heron Bay Capital Management
Michigan
$890K -$1.51K -3 -0.2%
OPPTF
2019
OPSEU Pension Plan Trust Fund
Ontario, Canada
$890K +$874K +1,740 New
SWG
2020
Summit Wealth Group
Vermont
$887K +$21.1K +42 +2%
DU
2021
Delphia (USA)
Ontario, Canada
$884K +$301K +600 +53%
PPP
2022
Private Portfolio Partners
New Jersey
$881K +$16.1K +32 +2%
BC
2023
BIT Capital
Germany
$872K +$213K +424 +33%
MC
2024
Miramar Capital
Illinois
$871K -$25.1K -50 -3%
GTAM
2025
Global Trust Asset Management
Florida
$871K -$4.02K -8 -0.5%
79 80
81
82 83