BRANDYWINE OAK PRIVATE WEALTH LLC
Position in UNH — Unitedhealth Group Inc
CIK 1764694
Kennett Square, PA
Position in UNH
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$433,086
+$151,132 QoQ
Shares Held
1,042
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#2,417
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, 2026BRANDYWINE OAK PRIVATE WEALTH LLC holds $683,954 across 2 Healthcare Plans names. UNH ranks #1 (63.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
1,042 | $433,086 | |
| 2 | CI |
Cigna Group
|
910 | $250,868 |
All Filings in UNH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $433,086 | 1,042 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $281,954 | 1,042 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $367,742 | 1,114 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $471,679 | 1,366 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $437,693 | 1,403 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $794,528 | 1,517 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $980,356 | 1,938 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,360,550 | 2,327 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,174,353 | 2,306 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,253,569 | 2,534 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,306,698 | 2,482 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,271,062 | 2,521 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,228,035 | 2,555 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,215,501 | 2,572 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,392,782 | 2,627 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $1,498,958 | 2,968 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,566,571 | 3,050 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,626,804 | 3,190 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,622,414 | 3,231 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $1,237,082 | 3,166 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $1,313,042 | 3,279 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $637,355 | 1,713 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $635,782 | 1,813 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $565,239 | 1,813 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $551,556 | 1,870 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $501,004 | 2,009 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||