Greenwich Wealth Management LLC

Position in UNH — Unitedhealth Group Inc

CIK 1439805 GREENWICH, CT

Position in UNH

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$8,343,356

+$2,915,592 QoQ

Shares Held

20,074

+0.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#796

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Greenwich Wealth Management LLC holds $17,416,027 across 5 Healthcare Plans names. UNH ranks #1 (47.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	20,074	$8,343,356
2	CI	Cigna Group	14,629	$4,032,922
3	CVS	CVS HEALTH Corp	23,845	$2,466,765
4	CNC	Centene Corp	36,704	$2,356,029
5	ELV	Elevance Health, Inc.	561	$216,955

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,343,356	20,074	+0.1%	Shares	Sole	2026-08-12
2026-03-31	$5,427,764	20,059	+0.2%	Shares	Sole	2026-05-12
2025-12-31	$6,605,170	20,009	-0.6%	Shares	Sole	2026-02-10
2025-09-30	$6,948,126	20,122	+1.5%	Shares	Sole	2025-11-12
2025-06-30	$6,183,245	19,820	-1.0%	Shares	Sole	2025-08-13
2025-03-31	$10,482,332	20,014	-1.1%	Shares	Sole	2025-05-12
2024-12-31	$10,240,123	20,243	+0.2%	Shares	Sole	2025-02-10
2024-09-30	$11,808,781	20,197	-0.4%	Shares	Sole	2024-10-29
2024-06-30	$10,330,339	20,285	+0.1%	Shares	Sole	2024-08-09
2024-03-31	$10,027,569	20,270	+0.1%	Shares	Sole	2024-05-13
2023-12-31	$10,657,858	20,244	+0.1%	Shares	Sole	2024-02-01
2023-09-30	$10,197,242	20,225	+0.0%	Shares	Sole	2023-11-07
2023-06-30	$9,719,502	20,222	-0.1%	Shares	Sole	2023-07-31
2023-03-31	$9,568,057	20,246	-1.2%	Shares	Sole	2023-04-24
2022-12-31	$10,859,676	20,483	+1.0%	Shares	Sole	2023-02-06
2022-09-30	$10,238,170	20,272	+0.5%	Shares	Sole	2022-11-14
2022-06-30	$10,365,567	20,181	+0.3%	Shares	Sole	2022-08-08
2022-03-31	$10,264,166	20,127	-0.4%	Shares	Sole	2022-05-11
2021-12-31	$10,142,725	20,199	-0.2%	Shares	Sole	2022-01-28
2021-09-30	$7,910,140	20,244	-0.1%	Shares	Sole	2021-10-19
2021-06-30	$8,117,319	20,271	-0.7%	Shares	Sole	2021-07-27
2021-03-31	$7,598,041	20,421	+0.3%	Shares	Sole	2021-05-06
2020-12-31	$7,140,546	20,362	+0.6%	Shares	Sole	2021-02-12
2020-09-30	$6,312,095	20,246	+0.1%	Shares	Sole	2020-10-29
2020-06-30	$5,966,838	20,230	-0.2%	Shares	Sole	2020-08-11
2020-03-31	$5,053,935	20,266	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.