Heritage Wealth Management, Inc. /Ca/ Unitedhealth Group Inc Transaction History
Heritage Wealth Management, Inc. /Ca/
- $133 Billion
- Q1 2025
A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 1,089 shares of UNH stock, worth $336,620. This represents 0.43% of its overall portfolio holdings.
Number of Shares
1,089
Previous 1,095
0.55%
Holding current value
$336,620
Previous $554 Million
2.97%
% of portfolio
0.43%
Previous 0.4%
Shares
6 transactions
Others Institutions Holding UNH
# of Institutions
4,089Shares Held
796MCall Options Held
9.4MPut Options Held
8.18M-
Vanguard Group Inc Valley Forge, PA90.7MShares$28 Billion0.89% of portfolio
-
Black Rock Inc. New York, NY73.4MShares$22.7 Billion0.86% of portfolio
-
State Street Corp Boston, MA45.3MShares$14 Billion1.0% of portfolio
-
Jpmorgan Chase & CO New York, NY26.3MShares$8.13 Billion1.08% of portfolio
-
Wellington Management Group LLP Boston, MA25.8MShares$7.99 Billion2.69% of portfolio
About UNITEDHEALTH GROUP INC
- Ticker UNH
- Exchange NYSE
- Sector Healthcare
- Industry Healthcare Plans
- Shares Outstandng 935,382,976
- Market Cap $289B
- Description
- UnitedHealth Group Incorporated operates as a diversified health care company in the United States. It operates through four segments: UnitedHealthcare, Optum Health, Optum Insight, and Optum Rx. The UnitedHealthcare segment offers consumer-oriented health benefit plans and services for national employers, public sector employers, mid-sized empl...