SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC
Position in UNH — Unitedhealth Group Inc
CIK 1794153
MINNEAPOLIS, MN
Position in UNH
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$5,866,617
+$2,046,157 QoQ
Shares Held
14,115
-0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.97%
of 13F equity value
Holder Rank
#915
of 3,349 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC holds $7,160,052 across 2 Healthcare Plans names. UNH ranks #1 (81.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
14,115 | $5,866,617 | |
| 2 | CVS |
CVS HEALTH Corp
|
12,503 | $1,293,435 |
All Filings in UNH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,866,617 | 14,115 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $3,820,460 | 14,119 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $4,661,153 | 14,120 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $4,828,329 | 13,983 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $4,148,889 | 13,299 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $6,184,440 | 11,808 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $6,260,017 | 12,375 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $7,422,512 | 12,695 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $6,607,648 | 12,975 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $6,483,538 | 13,106 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $7,084,706 | 13,457 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $7,515,960 | 14,907 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $7,150,000 | 14,876 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $6,990,551 | 14,792 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $7,679,127 | 14,484 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $7,454,390 | 14,760 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $7,582,206 | 14,762 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $6,186,446 | 12,131 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $5,982,495 | 11,914 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $4,763,902 | 12,192 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $4,872,153 | 12,167 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $4,508,000 | 12,116 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $4,068,940 | 11,603 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $3,701,021 | 11,871 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $3,526,127 | 11,955 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $2,976,350 | 11,935 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||