Curated Wealth Partners LLC

Position in UNH — Unitedhealth Group Inc

CIK 1781284 EL SEGUNDO, CA

Position in UNH

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$626,769

+$332,909 QoQ

Shares Held

1,508

+38.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#2,155

of 3,349 holders

Holding Since

Dec 2020

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Curated Wealth Partners LLC holds $942,421 across 2 Healthcare Plans names. UNH ranks #1 (66.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	UNH	Unitedhealth Group Inc This page	1,508	$626,769
2	CI	Cigna Group	1,145	$315,652

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$626,769	1,508	+38.9%	Shares	Other	2026-08-14
2026-03-31	$293,860	1,086	+33.3%	Shares	Other	2026-04-09
2025-12-31	$269,038	815	+3.7%	Shares	Sole	2026-01-12
2025-03-31	$411,666	786	+52.9%	Shares	Other	2025-04-15
2024-12-31	$260,011	514	+0.8%	Shares	Other	2025-01-21
2024-09-30	$298,185	510	+12.6%	Shares	Other	2024-10-04
2024-06-30	$230,693	453	-38.5%	Shares	Other	2024-07-12
2023-03-31	$347,826	736	-2.6%	Shares	Other	2023-04-27
2022-12-31	$400,816	756	-8.5%	Shares	Other	2023-01-30
2022-09-30	$417,162	826	-4.7%	Shares	Other	2022-10-14
2022-06-30	$445,316	867	+17.6%	Shares	Other	2022-07-27
2022-03-31	$375,847	737	0.0%	Shares	Other	2022-04-28
2021-12-31	$370,076	737	+0.7%	Shares	Other	2022-02-03
2021-09-30	$286,021	732	-0.1%	Shares	Other	2021-11-08
2021-06-30	$293,522	733	-4.6%	Shares	Other	2021-08-11
2021-03-31	$285,749	768	+2.0%	Shares	Other	2021-05-14
2020-12-31	$264,062	753	—	Shares	Other	2021-02-16
No filing history on record for this holder in this stock.