NORTHWEST WEALTH MANAGEMENT, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1695344 SPENCER, IA

Position in UNH

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$227,349

-$139,276 QoQ

Shares Held

547

-21.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#2,942

of 3,349 holders

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

NORTHWEST WEALTH MANAGEMENT, LLC holds $1,436,274 across 3 Healthcare Plans names. UNH ranks #3 (15.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CNC	Centene Corp	13,956	$895,835
2	MOH	Molina Healthcare, Inc.	1,369	$313,090
3	UNH	Unitedhealth Group Inc This page	547	$227,349

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$227,349	547	-21.9%	Shares	Sole	2026-07-13
2025-03-31	$366,625	700	+18.4%	Shares	Sole	2025-04-25
2024-12-31	$298,963	591	-21.7%	Shares	Sole	2025-02-10
2024-09-30	$441,433	755	0.0%	Shares	Sole	2024-11-04
2024-06-30	$384,491	755	-33.2%	Shares	Sole	2024-08-05
2024-03-31	$559,011	1,130	+3.4%	Shares	Sole	2024-05-14
2023-12-31	$575,431	1,093	+1.8%	Shares	Sole	2024-02-14
2023-09-30	$541,500	1,074	+0.7%	Shares	Sole	2023-11-01
2023-06-30	$512,842	1,067	-0.5%	Shares	Sole	2023-08-07
2023-03-31	$506,616	1,072	+53.8%	Shares	Sole	2023-05-10
2022-12-31	$369,535	697	-56.3%	Shares	Sole	2023-02-07
2022-09-30	$806,043	1,596	+10.3%	Shares	Sole	2022-10-27
2022-06-30	$743,222	1,447	+43.4%	Shares	Sole	2022-07-26
2022-03-31	$514,559	1,009	+46.2%	Shares	Sole	2022-04-29
2021-12-31	$346,476	690	0.0%	Shares	Sole	2022-01-24
2021-09-30	$269,610	690	0.0%	Shares	Sole	2021-10-20
2021-06-30	$276,303	690	-50.1%	Shares	Sole	2021-08-02
2021-03-31	$514,572	1,383	0.0%	Shares	Sole	2021-05-10
2020-12-31	$484,990	1,383	0.0%	Shares	Sole	2021-01-28
2020-09-30	$431,177	1,383	0.0%	Shares	Sole	2020-10-19
2020-06-30	$407,915	1,383	+31.6%	Shares	Sole	2020-07-13
2020-03-31	$262,098	1,051	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.