Ullmann Wealth Partners Group, LLC
Position in UNH — Unitedhealth Group Inc
CIK 1697725
JACKSONVILLE BEACH, FL
Position in UNH
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$642,979
+$322,601 QoQ
Shares Held
1,547
+30.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#2,139
of 3,349 holders
Holding Since
Mar 2020
26 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, 2026Ullmann Wealth Partners Group, LLC holds $866,637 across 2 Healthcare Plans names. UNH ranks #1 (74.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
1,547 | $642,979 | |
| 2 | CVS |
CVS HEALTH Corp
|
2,162 | $223,658 |
All Filings in UNH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $642,979 | 1,547 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $320,378 | 1,184 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $393,491 | 1,192 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $407,454 | 1,180 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $300,739 | 964 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $641,593 | 1,225 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $715,791 | 1,415 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $774,116 | 1,324 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $614,676 | 1,207 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $522,897 | 1,057 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $609,652 | 1,158 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $456,796 | 906 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $378,744 | 788 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $345,935 | 732 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $354,160 | 668 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $362,618 | 718 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $368,786 | 718 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $366,158 | 718 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $360,536 | 718 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $274,690 | 703 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $235,058 | 587 | Shares | Sole | 2021-07-09 | |
| 2021-03-31 | $218,405 | 587 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $207,602 | 592 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $214,185 | 687 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $202,630 | 687 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $278,058 | 1,115 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||