Connecticut Wealth Management, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1689829 FARMINGTON, CT

Position in UNH

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$2,385,300

+$792,067 QoQ

Shares Held

5,739

-2.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.53%

of 13F equity value

Holder Rank

#1,318

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

Connecticut Wealth Management, LLC holds $4,175,320 across 3 Healthcare Plans names. UNH ranks #1 (57.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	5,739	$2,385,300
2	CI	Cigna Group	5,221	$1,439,325
3	CVS	CVS HEALTH Corp	3,390	$350,695

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,385,300	5,739	-2.5%	Shares	Sole	2026-07-29
2026-03-31	$1,593,233	5,888	-10.2%	Shares	Sole	2026-05-01
2025-12-31	$2,164,861	6,558	-3.6%	Shares	Sole	2026-02-12
2025-09-30	$2,348,730	6,802	-28.6%	Shares	Sole	2025-11-13
2025-06-30	$2,973,386	9,531	-6.7%	Shares	Sole	2025-08-14
2025-03-31	$5,349,058	10,213	-2.1%	Shares	Sole	2025-05-15
2024-12-31	$5,276,625	10,431	-5.2%	Shares	Sole	2025-02-18
2024-09-30	$6,430,895	10,999	-5.4%	Shares	Sole	2024-11-13
2024-06-30	$5,922,184	11,629	-5.2%	Shares	Sole	2024-08-13
2024-03-31	$6,067,495	12,265	-0.4%	Shares	Sole	2024-05-01
2023-12-31	$6,480,319	12,309	+22.2%	Shares	Sole	2024-02-06
2023-09-30	$5,078,705	10,073	-24.0%	Shares	Sole	2023-10-19
2023-06-30	$6,373,286	13,260	+73.7%	Shares	Sole	2023-07-25
2023-03-31	$3,607,279	7,633	-0.2%	Shares	Sole	2023-04-18
2022-12-31	$4,053,756	7,646	-4.6%	Shares	Sole	2023-01-17
2022-09-30	$4,048,905	8,017	+7.7%	Shares	Sole	2022-11-02
2022-06-30	$3,821,920	7,441	-0.5%	Shares	Sole	2022-07-12
2022-03-31	$3,812,535	7,476	-7.9%	Shares	Sole	2022-04-18
2021-12-31	$4,074,363	8,114	-2.8%	Shares	Sole	2022-01-24
2021-09-30	$3,263,069	8,351	+0.2%	Shares	Sole	2021-11-02
2021-06-30	$3,338,868	8,338	-12.0%	Shares	Sole	2021-07-29
2021-03-31	$3,524,247	9,472	-8.3%	Shares	Sole	2021-05-12
2020-12-31	$3,621,121	10,326	-2.2%	Shares	Sole	2021-01-29
2020-09-30	$3,291,355	10,557	-16.1%	Shares	Sole	2020-10-13
2020-06-30	$3,710,176	12,579	+87.8%	Shares	Sole	2020-07-14
2020-03-31	$1,670,347	6,698	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.