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UnitedHealth
UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
SRL
2001
Scientech Research LLC
New Jersey
$1.4M +$986K +1,736 +170%
LCM
2002
LVM Capital Management
Michigan
$1.4M +$33.5K +59 +2%
CRI
2003
Colonial River Investments
Virginia
$1.39M +$46K +81 +3%
KMWM
2004
Keudell/Morrison Wealth Management
Oregon
$1.39M -$37.5K -66 -2%
AT
2005
Avalon Trust
New Mexico
$1.39M +$86.4K +152 +6%
DTL
2006
Dynamic Technology Lab
Singapore
$1.39M +$1.56M +2,745 New
NJIM
2007
Nabity-Jensen Investment Management
Nebraska
$1.38M +$28.4K +50 +2%
SPWG
2008
Syntegra Private Wealth Group
Missouri
$1.38M -$34.1K -60 -2%
BOS
2009
Bank of Stockton
California
$1.38M +$9.09K +16 +0.6%
PIA
2010
Perennial Investment Advisors
California
$1.38M -$35.8K -63 -2%
NWMG
2011
Nicholson Wealth Management Group
South Carolina
$1.38M +$606K +1,067 +64%
DWAM
2012
Duncan Williams Asset Management
Tennessee
$1.38M +$83.5K +147 +6%
SA
2013
Sovran Advisors
California
$1.37M +$1.44M +2,529 New
SHGA
2014
Sand Hill Global Advisors
California
$1.37M -$1.14K -2 -0.1%
BOJHT
2015
Bank of Jackson Hole Trust
Wyoming
$1.37M +$1.54M +2,711 New
TF
2016
TLWM Financial
Texas
$1.37M +$59.7K +105 +4%
BIM
2017
Baldwin Investment Management
Pennsylvania
$1.37M -$53.4K -94 -3%
ECG
2018
Edge Capital Group
Georgia
$1.37M +$105K +185 +7%
CIM
2019
Caldwell Investment Management
Ontario, Canada
$1.36M – – –
IP
2020
Investment Partners
Ohio
$1.36M -$18.8K -33 -1%
WGCA
2021
Wolf Group Capital Advisors
Virginia
$1.36M – – –
PMA
2022
Prudent Man Advisors
Illinois
$1.36M -$159K -279 -9%
ACGA
2023
Atlanta Consulting Group Advisors
Georgia
$1.36M -$194K -342 -11%
AMCA
2024
Arthur M. Cohen & Associates
Illinois
$1.36M -$28.4K -50 -2%
WBCM
2025
Wilson & Boucher Capital Management
California
$1.36M – – –
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