Position in UNH
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,412,732
+$1,341,737 QoQ
Shares Held
5,805
+46.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,312
of 3,349 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026NWAM LLC holds $2,776,979 across 2 Healthcare Plans names. UNH ranks #1 (86.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
5,805 | $2,412,732 | |
| 2 | CVS |
CVS HEALTH Corp
|
3,521 | $364,247 |
All Filings in UNH
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,412,732 | 5,805 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,070,995 | 3,958 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,131,520 | 6,457 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,257,916 | 6,539 | Shares | Sole | 2026-02-04 | |
| 2025-06-30 | $1,598,846 | 5,125 | Shares | Sole | 2026-02-04 | |
| 2025-03-31 | $2,286,692 | 4,366 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $2,218,701 | 4,386 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $2,454,486 | 4,198 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,457,502 | 2,862 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,648,835 | 3,333 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,844,224 | 3,503 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,688,028 | 3,348 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,640,904 | 3,414 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,585,539 | 3,355 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,800,491 | 3,396 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,756,024 | 3,477 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,773,050 | 3,452 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,720,638 | 3,374 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,468,257 | 2,924 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $945,590 | 2,420 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $902,191 | 2,253 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $897,804 | 2,413 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $845,489 | 2,411 | Shares | Sole | 2021-01-22 | |
| 2020-06-30 | $771,884 | 2,617 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $626,941 | 2,514 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||