Gerber Kawasaki Wealth & Investment Management
Position in UNH — Unitedhealth Group Inc
CIK 1666736
SANTA MONICA, CA
Position in UNH
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$391,939
+$72,723 QoQ
Shares Held
943
-2.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,498
of 3,349 holders
Holding Since
Sep 2020
23 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, 2026Gerber Kawasaki Wealth & Investment Management holds $669,611 across 2 Healthcare Plans names. UNH ranks #1 (58.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
943 | $391,939 | |
| 2 | ELV |
Elevance Health, Inc.
|
718 | $277,672 |
All Filings in UNH
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $391,939 | 943 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $319,216 | 967 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $348,062 | 1,008 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $471,698 | 1,512 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $658,877 | 1,258 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $594,891 | 1,176 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $672,382 | 1,150 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $638,102 | 1,253 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $560,989 | 1,134 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $493,302 | 937 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $505,198 | 1,002 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $454,685 | 946 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $471,172 | 997 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $551,917 | 1,041 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $552,008 | 1,093 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $515,684 | 1,004 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $453,363 | 889 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $490,088 | 976 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $453,258 | 1,160 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $394,833 | 986 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $259,332 | 697 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $210,057 | 599 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $216,368 | 694 | Shares | Sole | 2020-11-02 | |
| No filing history on record for this holder in this stock. | ||||||