Circle Wealth Management, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1578242 SUMMIT, NJ

Position in UNH

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

Position Value

$2,339,581

+$642,982 QoQ

Shares Held

5,629

-10.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,324

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

Circle Wealth Management, LLC holds $3,804,686 across 4 Healthcare Plans names. UNH ranks #1 (61.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	5,629	$2,339,581
2	HUM	Humana Inc	2,096	$832,573
3	ELV	Elevance Health, Inc.	931	$360,045
4	CVS	CVS HEALTH Corp	2,634	$272,487

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,339,581	5,629	-10.2%	Shares	Sole	2026-08-12
2026-03-31	$1,696,599	6,270	+0.2%	Shares	Sole	2026-05-12
2025-12-31	$2,065,828	6,258	+4.9%	Shares	Sole	2026-02-13
2025-09-30	$2,059,369	5,964	+10.1%	Shares	Sole	2025-11-14
2025-06-30	$1,690,253	5,418	+29.6%	Shares	Sole	2025-08-14
2025-03-31	$2,190,322	4,182	-18.3%	Shares	Sole	2025-05-14
2024-12-31	$2,588,991	5,118	+0.3%	Shares	Sole	2025-02-14
2024-09-30	$2,984,791	5,105	-2.8%	Shares	Sole	2024-11-14
2024-06-30	$2,673,615	5,250	-7.8%	Shares	Sole	2024-08-13
2024-03-31	$2,817,811	5,696	-0.6%	Shares	Sole	2024-05-14
2023-12-31	$3,015,620	5,728	+2.6%	Shares	Sole	2024-02-15
2023-09-30	$2,815,901	5,585	+24.9%	Shares	Sole	2023-11-15
2023-06-30	$2,149,422	4,472	+0.0%	Shares	Sole	2023-08-11
2023-03-31	$2,112,949	4,471	0.0%	Shares	Sole	2023-05-09
2022-12-31	$2,370,434	4,471	-3.7%	Shares	Sole	2023-02-13
2022-09-30	$2,345,910	4,645	-9.5%	Shares	Sole	2022-11-14
2022-06-30	$2,637,490	5,135	-0.1%	Shares	Sole	2022-08-12
2022-03-31	$2,620,225	5,138	-2.3%	Shares	Sole	2022-05-16
2021-12-31	$2,641,758	5,261	+0.0%	Shares	Sole	2022-02-14
2021-09-30	$2,055,292	5,260	+0.1%	Shares	Sole	2021-11-12
2021-06-30	$2,103,911	5,254	+6.5%	Shares	Sole	2021-08-16
2021-03-31	$1,835,793	4,934	+2.5%	Shares	Sole	2021-05-17
2020-12-31	$1,687,472	4,812	+7.9%	Shares	Sole	2021-02-18
2020-09-30	$1,390,182	4,459	+3.7%	Shares	Sole	2020-11-16
2020-06-30	$1,267,695	4,298	+181.8%	Shares	Sole	2020-08-14
2020-03-31	$380,304	1,525	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.