Rothschild Wealth LLC

Position in UNH — Unitedhealth Group Inc

CIK 1811345 OAK BROOK, IL

Position in UNH

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,197,430

+$480,096 QoQ

Shares Held

2,881

+8.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#1,693

of 3,349 holders

Holding Since

Mar 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Rothschild Wealth LLC holds $3,511,556 across 5 Healthcare Plans names. UNH ranks #2 (34.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CNC	Centene Corp	19,869	$1,275,391
2	UNH	Unitedhealth Group Inc This page	2,881	$1,197,430
3	MOH	Molina Healthcare, Inc.	2,248	$514,117
4	CI	Cigna Group	1,008	$277,885
5	ELV	Elevance Health, Inc.	638	$246,733

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,197,430	2,881	+8.7%	Shares	Sole	2026-08-11
2026-03-31	$717,334	2,651	+32.8%	Shares	Sole	2026-05-06
2025-12-31	$658,899	1,996	+94.5%	Shares	Sole	2026-02-17
2025-09-30	$354,277	1,026	+29.7%	Shares	Sole	2025-11-14
2025-06-30	$246,768	791	-6.2%	Shares	Sole	2025-08-14
2025-03-31	$441,521	843	+12.1%	Shares	Sole	2025-05-15
2024-12-31	$380,406	752	-9.0%	Shares	Sole	2025-02-14
2024-09-30	$482,945	826	+23.5%	Shares	Sole	2024-11-14
2024-06-30	$340,694	669	-1.0%	Shares	Sole	2024-08-13
2024-03-31	$334,417	676	+30.8%	Shares	Sole	2024-05-15
2023-06-30	$248,490	517	-8.7%	Shares	Sole	2023-08-14
2023-03-31	$267,485	566	—	Shares	Sole	2023-05-16
No filing history on record for this holder in this stock.