RWA WEALTH PARTNERS, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1544576 BOSTON, MA

Position in UNH

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$2,596,024

+$895,637 QoQ

Shares Held

6,246

-0.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,271

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 34% Shared 0% None 66%

Healthcare · as of Jun 30, 2026

RWA WEALTH PARTNERS, LLC holds $16,304,228 across 4 Healthcare Plans names. UNH ranks #3 (15.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVS	CVS HEALTH Corp	57,423	$5,940,409
2	CI	Cigna Group	21,289	$5,868,951
3	UNH	Unitedhealth Group Inc This page	6,246	$2,596,024
4	ELV	Elevance Health, Inc.	4,910	$1,898,844

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,596,024	6,246	-0.6%	Shares	Sole	2026-08-07
2026-03-31	$1,700,387	6,284	+2.5%	Shares	Sole	2026-05-13
2025-12-31	$2,024,563	6,133	-1.9%	Shares	Sole	2026-02-12
2025-09-30	$2,158,124	6,250	-39.1%	Shares	Sole	2025-11-10
2025-06-30	$3,202,994	10,267	-82.9%	Shares	Sole	2025-08-06
2025-03-31	$31,488,897	60,122	+0.2%	Shares	Sole	2025-05-13
2024-12-31	$30,367,280	60,031	+1.0%	Shares	Sole	2025-02-12
2024-09-30	$34,768,580	59,466	-0.1%	Shares	Sole	2024-11-08
2024-06-30	$30,328,978	59,555	+58.4%	Shares	Sole	2024-08-12
2024-03-31	$18,600,223	37,599	+10.7%	Shares	Sole	2024-04-29
2023-12-31	$17,878,393	33,959	+114.1%	Shares	Sole	2024-02-01
2023-09-30	$7,995,445	15,858	+7.8%	Shares	Sole	2023-10-11
2023-06-30	$7,067,811	14,705	+25.3%	Shares	Sole	2023-08-04
2023-03-31	$5,545,371	11,734	+5.0%	Shares	Sole	2023-04-26
2022-12-31	$5,922,640	11,171	+579.9%	Shares	Sole	2023-01-19
2022-09-30	$829,780	1,643	+8.2%	Shares	Sole	2022-10-14
2022-06-30	$779,690	1,518	+0.3%	Shares	Sole	2022-07-14
2022-03-31	$772,094	1,514	+4.4%	Shares	Sole	2022-05-04
2021-12-31	$728,103	1,450	+2.0%	Shares	Sole	2022-01-31
2021-09-30	$555,632	1,422	+5.0%	Shares	Sole	2021-11-05
2021-06-30	$542,195	1,354	-2.5%	Shares	Sole	2021-07-09
2021-03-31	$516,805	1,389	0.0%	Shares	Sole	2021-05-05
2020-12-31	$487,094	1,389	-23.3%	Shares	Sole	2021-01-26
2020-09-30	$564,615	1,811	+1.7%	Shares	Sole	2020-11-13
2020-06-30	$525,305	1,781	+5.9%	Shares	Sole	2020-08-03
2020-03-31	$419,457	1,682	—	Shares	Sole	2020-04-08
No filing history on record for this holder in this stock.