Tradewinds Capital Management, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1616026 BELLINGHAM, WA

Position in UNH

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$102,660

+$33,931 QoQ

Shares Held

247

-2.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#3,140

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

Tradewinds Capital Management, LLC holds $110,487 across 5 Healthcare Plans names. UNH ranks #1 (92.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	247	$102,660
2	CI	Cigna Group	16	$4,410
3	CVS	CVS HEALTH Corp	23	$2,379
4	CNC	Centene Corp	10	$641
5	HUM	Humana Inc	1	$397

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$102,660	247	-2.8%	Shares	Sole	2026-07-24
2026-03-31	$68,729	254	-18.1%	Shares	Sole	2026-04-15
2025-12-31	$102,334	310	-5.2%	Shares	Sole	2026-01-14
2025-09-30	$112,913	327	+33.5%	Shares	Sole	2025-10-21
2025-06-30	$76,432	245	0.0%	Shares	Sole	2025-07-29
2025-03-31	$128,318	245	-0.8%	Shares	Sole	2025-04-25
2024-12-31	$124,947	247	+0.8%	Shares	Sole	2025-02-04
2024-09-30	$143,246	245	-11.2%	Shares	Sole	2024-10-16
2024-06-30	$140,555	276	+1.5%	Shares	Sole	2024-07-18
2024-03-31	$134,558	272	+14.3%	Shares	Sole	2024-04-19
2023-12-31	$125,299	238	0.0%	Shares	Sole	2024-02-01
2023-09-30	$119,997	238	0.0%	Shares	Sole	2023-10-30
2023-06-30	$114,392	238	-10.9%	Shares	Sole	2023-07-20
2023-03-31	$126,181	267	-15.5%	Shares	Sole	2023-04-10
2022-12-31	$167,536	316	+8.6%	Shares	Sole	2023-01-23
2022-09-30	$146,966	291	0.0%	Shares	Sole	2022-10-18
2022-06-30	$149,466	291	-12.6%	Shares	Sole	2022-07-21
2022-03-31	$169,820	333	+1.5%	Shares	Sole	2022-04-25
2021-12-31	$164,701	328	0.0%	Shares	Sole	2022-02-02
2021-09-30	$128,162	328	+1.9%	Shares	Sole	2021-11-04
2021-06-30	$128,941	322	+8.1%	Shares	Sole	2021-07-30
2021-03-31	$110,876	298	+5.3%	Shares	Sole	2021-04-23
2020-12-31	$99,242	283	0.0%	Shares	Sole	2021-02-10
2020-09-30	$88,230	283	-1.7%	Shares	Sole	2020-10-26
2020-06-30	$84,945	288	+1.8%	Shares	Sole	2020-08-11
2020-03-31	$70,574	283	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.