Position in UNH
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$486,287
+$155,356 QoQ
Shares Held
1,170
-4.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,333
of 3,349 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Waldron Private Wealth LLC holds $915,604 across 2 Healthcare Plans names. UNH ranks #1 (53.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
1,170 | $486,287 | |
| 2 | CVS |
CVS HEALTH Corp
|
4,150 | $429,317 |
All Filings in UNH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $486,287 | 1,170 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $330,931 | 1,223 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $487,572 | 1,477 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $416,431 | 1,206 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $294,499 | 944 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $607,026 | 1,159 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $6,093,082 | 12,045 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $6,948,920 | 11,885 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $5,915,564 | 11,616 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $5,738,520 | 11,600 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $6,608,777 | 12,553 | Shares | Sole | 2024-08-29 | |
| 2023-09-30 | $5,905,073 | 11,712 | Shares | Sole | 2024-08-29 | |
| 2023-06-30 | $5,325,971 | 11,081 | Shares | Sole | 2024-08-29 | |
| 2023-03-31 | $6,120,513 | 12,951 | Shares | Sole | 2024-08-29 | |
| 2022-12-31 | $6,696,173 | 12,630 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $6,378,655 | 12,630 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,390,070 | 12,441 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $5,322,556 | 10,437 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $5,324,190 | 10,603 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $4,145,751 | 10,610 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $3,688,853 | 9,212 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $3,456,902 | 9,291 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $3,146,651 | 8,973 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,824,947 | 9,061 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,555,151 | 8,663 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $2,176,588 | 8,728 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||