HighMark Wealth Management LLC

Position in UNH — Unitedhealth Group Inc

CIK 1802451 ST. PAUL, MN

Position in UNH

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$299,253

+$86,029 QoQ

Shares Held

720

-8.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#2,706

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

HighMark Wealth Management LLC holds $449,949 across 3 Healthcare Plans names. UNH ranks #1 (66.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	720	$299,253
2	CVS	CVS HEALTH Corp	1,374	$142,140
3	OSCR	Oscar Health, Inc.	300	$8,556

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$299,253	720	-8.6%	Shares	Sole	2026-08-12
2026-03-31	$213,224	788	-9.1%	Shares	Sole	2026-05-06
2025-12-31	$286,205	867	+20.1%	Shares	Sole	2026-02-05
2025-09-30	$249,306	722	+73.1%	Shares	Sole	2025-10-20
2025-06-30	$130,091	417	+21.9%	Shares	Sole	2025-07-21
2025-03-31	$179,122	342	+4.6%	Shares	Sole	2025-04-24
2024-12-31	$165,416	327	+3.2%	Shares	Sole	2025-01-31
2024-09-30	$185,343	317	+4.3%	Shares	Sole	2024-10-17
2024-06-30	$154,815	304	-8.4%	Shares	Sole	2024-07-29
2024-03-31	$164,240	332	+3.8%	Shares	Sole	2024-04-29
2023-12-31	$168,470	320	+0.3%	Shares	Sole	2024-01-23
2023-09-30	$160,836	319	0.0%	Shares	Sole	2023-10-18
2023-06-30	$153,324	319	0.0%	Shares	Sole	2023-07-26
2023-03-31	$150,756	319	+1776.5%	Shares	Sole	2023-04-21
2022-12-31	$9,013	17	+30.8%	Shares	Sole	2023-02-02
2022-09-30	$6,565	13	0.0%	Shares	Sole	2022-10-21
2022-06-30	$6,677	13	-71.1%	Shares	Sole	2022-07-19
2022-03-31	$22,948	45	-2.2%	Shares	Sole	2022-04-25
2021-12-31	$23,098	46	0.0%	Shares	Sole	2022-01-20
2021-09-30	$17,974	46	-31.3%	Shares	Sole	2021-11-01
2021-06-30	$26,829	67	-1.5%	Shares	Sole	2021-08-02
2021-03-31	$25,300	68	+23.6%	Shares	Sole	2021-04-22
2020-12-31	$19,287	55	+61.8%	Shares	Sole	2021-01-27
2020-09-30	$10,600	34	0.0%	Shares	Sole	2020-10-26
2020-06-30	$10,028	34	+161.5%	Shares	Sole	2020-07-22
2020-03-31	$3,241	13	—	Shares	Sole	2020-11-19
No filing history on record for this holder in this stock.