Institute for Wealth Management, LLC.

Position in UNH — Unitedhealth Group Inc

CIK 1533954 DENVER, CO

Position in UNH

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,268,502

+$362,567 QoQ

Shares Held

3,052

-8.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#1,661

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Institute for Wealth Management, LLC. holds $3,696,435 across 6 Healthcare Plans names. UNH ranks #1 (34.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	3,052	$1,268,502
2	CI	Cigna Group	3,839	$1,058,335
3	ELV	Elevance Health, Inc.	2,709	$1,047,651
4	CVS	CVS HEALTH Corp	2,206	$228,210
5	CNC	Centene Corp	1,417	$90,957
6	HUM	Humana Inc	7	$2,780

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,268,502	3,052	-8.8%	Shares	Sole	2026-07-28
2026-03-31	$905,935	3,348	+2.6%	Shares	Sole	2026-05-14
2025-12-31	$1,077,148	3,263	-0.0%	Shares	Sole	2026-01-27
2025-09-30	$1,127,059	3,264	+9.5%	Shares	Sole	2025-10-17
2025-06-30	$929,670	2,980	-1.4%	Shares	Sole	2025-07-18
2025-03-31	$1,583,296	3,023	-0.1%	Shares	Sole	2025-04-21
2024-12-31	$1,530,732	3,026	-0.5%	Shares	Sole	2025-01-23
2024-09-30	$1,778,011	3,041	-7.4%	Shares	Sole	2024-11-12
2024-06-30	$1,672,919	3,285	+2.9%	Shares	Sole	2024-07-25
2024-03-31	$1,579,082	3,192	+1.3%	Shares	Sole	2024-04-30
2023-12-31	$1,659,433	3,152	-0.5%	Shares	Sole	2024-01-31
2023-09-30	$1,596,769	3,167	-0.3%	Shares	Sole	2023-10-13
2023-06-30	$1,526,993	3,177	+2.5%	Shares	Sole	2023-07-25
2023-03-31	$1,464,556	3,099	-6.6%	Shares	Sole	2023-04-20
2022-12-31	$1,759,667	3,319	-0.7%	Shares	Sole	2023-02-02
2022-09-30	$1,688,853	3,344	+1.1%	Shares	Sole	2022-10-18
2022-06-30	$1,699,088	3,308	+8.7%	Shares	Sole	2022-07-25
2022-03-31	$1,551,838	3,043	+1.3%	Shares	Sole	2022-04-29
2021-12-31	$1,508,428	3,004	+0.3%	Shares	Sole	2022-01-21
2021-09-30	$1,169,875	2,994	+6.3%	Shares	Sole	2021-11-15
2021-06-30	$1,127,639	2,816	+2.4%	Shares	Sole	2021-07-21
2021-03-31	$1,023,192	2,750	+4.8%	Shares	Sole	2021-05-04
2020-12-31	$919,833	2,623	+14.3%	Shares	Sole	2021-02-01
2020-09-30	$715,200	2,294	-5.5%	Shares	Sole	2020-11-03
2020-06-30	$715,843	2,427	+11.4%	Shares	Sole	2020-07-30
2020-03-31	$543,399	2,179	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.