Dynasty Wealth Management, LLC
Position in UNH — Unitedhealth Group Inc
CIK 1727599
ST. PETERSBURG, FL
Position in UNH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$413,136
-$3,843 QoQ
Shares Held
994
-35.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,454
of 3,349 holders
Holding Since
Mar 2024
9 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, 2026Dynasty Wealth Management, LLC holds $1,202,100 across 3 Healthcare Plans names. UNH ranks #2 (34.4% of the industry book) .
All Filings in UNH
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $413,136 | 994 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $416,979 | 1,541 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $437,065 | 1,324 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $278,311 | 806 | Shares | Sole | 2025-10-29 | |
| 2025-03-31 | $5,641,311 | 10,771 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $5,408,149 | 10,691 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $6,347,286 | 10,856 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,930,332 | 11,645 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $5,682,124 | 11,486 | Shares | Sole | 2024-05-16 | |
| No filing history on record for this holder in this stock. | ||||||