Dakota Wealth Management
Position in UNH — Unitedhealth Group Inc
CIK 1631353
PALM BEACH GARDENS, FL
Position in UNH
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$6,845,841
+$3,641,785 QoQ
Shares Held
16,471
+39.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#867
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, 2026Dakota Wealth Management holds $7,791,270 across 2 Healthcare Plans names. UNH ranks #1 (87.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
16,471 | $6,845,841 | |
| 2 | CVS |
CVS HEALTH Corp
|
9,139 | $945,429 |
All Filings in UNH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,845,841 | 16,471 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $3,204,056 | 11,841 | Shares | Defined | 2026-08-26 | |
| 2025-12-31 | $5,195,271 | 15,738 | Shares | Defined | 2026-08-26 | |
| 2025-09-30 | $9,106,942 | 26,374 | Shares | Sole | 2026-08-26 | |
| 2025-06-30 | $4,976,233 | 15,951 | Shares | Defined | 2025-07-16 | |
| 2025-03-31 | $8,838,281 | 16,875 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $14,117,540 | 27,908 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $16,573,923 | 28,347 | Shares | Defined | 2024-10-23 | |
| 2024-06-30 | $14,011,779 | 27,514 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $14,250,822 | 28,807 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $11,890,851 | 22,586 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $11,227,302 | 22,268 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $10,007,885 | 20,822 | Shares | Other | 2023-07-31 | |
| 2023-03-31 | $9,696,600 | 20,518 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $18,623,102 | 35,126 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $18,486,483 | 36,604 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $13,839,760 | 26,945 | Shares | Other | 2022-08-05 | |
| 2022-03-31 | $8,113,621 | 15,910 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $6,333,993 | 12,614 | Shares | Other | 2022-02-10 | |
| 2021-09-30 | $2,281,139 | 5,838 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,925,715 | 4,809 | Shares | Other | 2021-08-02 | |
| 2021-03-31 | $1,660,920 | 4,464 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $2,343,593 | 6,683 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $605,768 | 1,943 | Shares | Other | 2020-11-04 | |
| 2020-06-30 | $6,880,593 | 23,328 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $5,546,958 | 22,243 | Shares | Other | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||