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High Note Wealth, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1807283 DEEPHAVEN, MN

Position in UNH

as of Jun 30, 2026 · filed Jul 23, 2026
Position Value
$1,620,125
+$206,563 QoQ
Shares Held
3,898
-25.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.87%
of 13F equity value
Holder Rank
#1,524
of 3,349 holders
Holding Since
Dec 2020
23 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, 2026

High Note Wealth, LLC holds $2,680,451 across 7 Healthcare Plans names. UNH ranks #1 (60.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 UNH
Unitedhealth Group Inc
This page
3,898 $1,620,125

All Filings in UNH

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23 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,620,125 3,898
2026-03-31 $1,413,562 5,224
2025-12-31 $1,593,771 4,828
2025-09-30 $1,913,997 5,543
2025-06-30 $1,689,317 5,415
2025-03-31 $7,772,973 14,841
2024-12-31 $11,405,119 22,546
2024-09-30 $13,548,789 23,173
2024-06-30 $11,755,757 23,084
2024-03-31 $10,918,523 22,071
2023-12-31 $11,053,764 20,996
2023-09-30 $10,272,871 20,375
2023-06-30 $9,709,889 20,202
2023-03-31 $6,994,332 14,800
2022-12-31 $7,846,133 14,799
2022-09-30 $7,493,783 14,838
2022-06-30 $7,654,627 14,903
2022-03-31 $6,419,502 12,588
2021-12-31 $6,320,938 12,588
2021-09-30 $5,180,040 13,257
2021-06-30 $5,278,199 13,181
2021-03-31 $5,082,476 13,660
2020-12-31 $4,525,525 12,905