Heritage Wealth Management, Inc. /CA/ UNH — UNITEDHEALTH GROUP INC

Ownership history in Heritage Wealth Management, Inc. /CA/  ·  13 quarters on record

AI Ownership Summary

Heritage Wealth Management, Inc. /CA/ reported UNITEDHEALTH GROUP INC (UNH) in 13 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.43% in 2025 Q1. The latest visible filing shows UNH at 0.17% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this UNH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Heritage Wealth Management, Inc. /CA/'s position in UNITEDHEALTH GROUP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

UNH was reported at 0.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.43% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

UNH stock page Heritage Wealth Management, Inc. /CA/ fund profile Heritage Wealth Management, Inc. /CA/ full holdings
How Heritage Wealth Management, Inc. /CA/ held UNH — position size vs. price
% of Fund (quarterly)    UNH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 13 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 8.2% -17.4% ✅ 825 -74 -8.2% 0.17% $272K 2026-02-04 $272.24
2025 Q3 REDUCED — — — 899 -2 -0.2% 0.21% $310K 2025-11-05 $321.21
2025 Q2 REDUCED 17.3% +11.3% ❌ 901 -188 -17.3% 0.19% $281K 2025-07-28 $274.76
2025 Q1 REDUCED — — — 1,089 -6 -0.5% 0.43% $570K 2025-04-30 $397.88
2024 Q4 ADDED — — — 1,095 +169 +18.3% 0.40% $554K 2025-02-11 $514.13
2024 Q3 ADDED — — — 926 +726 +363.0% 0.38% $541K 2024-10-18 $546.40
2024 Q3 REDUCED 78.1% -12.8% ✅ 200 -712 -78.1% 0.08% $117K 2024-10-18 $546.40
2024 Q2 ADDED — — — 912 +712 +356.0% 0.34% $464K 2024-07-25 $534.98
2024 Q2 REDUCED 77.8% +15.2% ❌ 200 -702 -77.8% 0.07% $102K 2024-07-25 $534.98
2024 Q1 ADDED — — — 902 +702 +351.0% 0.34% $446K 2024-05-06 $470.57
2024 Q1 REDUCED 77.9% +0.4% ❌ 200 -705 -77.9% 0.07% $99K 2024-05-06 $470.57
2023 Q4 ADDED — — — 905 +705 +352.5% 0.38% $476K 2024-02-14 $490.11
2023 Q4 INITIATED — — — 200 — — 0.08% $105K 2024-02-14 $490.11

🏢 Other funds also holding UNH

As of 2026 Q1 — sorted by position size

53 HOUSE LLP 3Y 7Y 39.93% NAYA CAPITAL MANAGEMENT UK LTD 3Y 7Y 23.15% OBERNDORF WILLIAM E 3Y 7Y 18.03% ELWOOD CAPITAL PARTNERS LP 13.72% Solel Partners LP 3Y 11.95% MARSHFIELD ASSOCIATES 3Y 7Y 10.25% BAYBAN 9.43% Seilern Investment Management Ltd 9.07% Veritas Asset Management LLP 3Y 7Y 8.63% Michelson Medical Research Foundation, Inc. 3Y 8.24%

FAQ About Heritage Wealth Management, Inc. /CA/ and UNH

These are the practical questions this page is built to answer before you even open the full history table.

How long has Heritage Wealth Management, Inc. /CA/ reported owning UNH?

Heritage Wealth Management, Inc. /CA/ reported UNH across 13 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported UNH position in Heritage Wealth Management, Inc. /CA/'s portfolio?

The largest reported portfolio weight for UNH was 0.43% in 2025 Q1.

What is the latest reported UNH position on this page?

The most recent filing on this page is 2025 Q4, when Heritage Wealth Management, Inc. /CA/ reported 825 shares, equal to 0.17% of portfolio, with an estimated market value of $272K.

What does the chart on this UNH ownership page compare?

The chart compares Heritage Wealth Management, Inc. /CA/'s quarterly UNH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Heritage Wealth Management, Inc. /CA/ time their UNH position?

Based on 13F filing dates vs. subsequent UNH price moves, Heritage Wealth Management, Inc. /CA/ correctly timed 7 out of 12 reported position changes (58%). The annualised alpha on UNH relative to SPY over the holding period was -37.6%.

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