Focused Wealth Management, Inc

Position in UNH — Unitedhealth Group Inc

CIK 1586052 Newburgh, NY

Position in UNH

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

Position Value

$3,591,043

+$1,379,241 QoQ

Shares Held

8,640

+5.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.77%

of 13F equity value

Holder Rank

#1,122

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

Focused Wealth Management, Inc holds $4,080,686 across 3 Healthcare Plans names. UNH ranks #1 (88.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	8,640	$3,591,043
2	CI	Cigna Group	1,026	$282,847
3	CVS	CVS HEALTH Corp	1,999	$206,796

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,591,043	8,640	+5.7%	Shares	Sole	2026-08-07
2026-03-31	$2,211,802	8,174	+18.3%	Shares	Sole	2026-04-20
2025-12-31	$2,281,390	6,911	+2.3%	Shares	Sole	2026-01-29
2025-09-30	$2,332,846	6,756	+161.8%	Shares	Sole	2025-10-10
2025-06-30	$805,194	2,581	+419.3%	Shares	Sole	2025-07-15
2025-03-31	$260,303	497	-8.0%	Shares	Sole	2025-05-01
2024-12-31	$273,164	540	-6.4%	Shares	Sole	2025-01-28
2024-09-30	$337,360	577	+9.5%	Shares	Sole	2024-10-30
2024-06-30	$268,380	527	0.0%	Shares	Sole	2024-07-30
2024-03-31	$260,706	527	+2.3%	Shares	Sole	2024-05-08
2023-12-31	$271,132	515	+5.5%	Shares	Sole	2024-01-10
2023-09-30	$246,044	488	+0.4%	Shares	Sole	2023-11-01
2023-06-30	$233,591	486	-18.7%	Shares	Sole	2023-08-08
2023-03-31	$282,608	598	+30.0%	Shares	Sole	2023-04-13
2022-12-31	$243,882	460	+30.3%	Shares	Sole	2023-01-13
2022-09-30	$178,279	353	+0.3%	Shares	Sole	2022-10-20
2022-06-30	$180,797	352	+0.3%	Shares	Sole	2022-08-04
2022-03-31	$178,999	351	-1.4%	Shares	Sole	2022-04-29
2021-12-31	$178,761	356	+2.3%	Shares	Sole	2022-01-31
2021-09-30	$135,977	348	+4.5%	Shares	Sole	2021-10-12
2021-06-30	$133,346	333	+0.3%	Shares	Sole	2021-07-15
2021-03-31	$123,527	332	+0.3%	Shares	Sole	2021-05-03
2020-12-31	$116,075	331	+0.3%	Shares	Sole	2021-02-03
2020-09-30	$102,884	330	+23.6%	Shares	Sole	2020-10-19
2020-06-30	$78,751	267	0.0%	Shares	Sole	2020-07-24
2020-03-31	$66,584	267	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.