44 WEALTH MANAGEMENT LLC

Position in UNH — Unitedhealth Group Inc

CIK 1831187 EUGENE, OR

Position in UNH

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

Position Value

$2,895,694

+$2,544,469 QoQ

Shares Held

6,967

+436.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.96%

of 13F equity value

Holder Rank

#1,220

of 3,349 holders

Holding Since

Dec 2020

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

44 WEALTH MANAGEMENT LLC holds $7,227,455 across 2 Healthcare Plans names. UNH ranks #2 (40.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CVS	CVS HEALTH Corp	41,873	$4,331,761
2	UNH	Unitedhealth Group Inc This page	6,967	$2,895,694

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,895,694	6,967	+436.7%	Shares	Sole	2026-08-14
2026-03-31	$351,225	1,298	-25.0%	Shares	Sole	2026-05-15
2025-12-31	$571,090	1,730	+28.6%	Shares	Sole	2026-02-09
2025-09-30	$464,428	1,345	-37.1%	Shares	Sole	2025-11-14
2025-06-30	$667,615	2,140	+41.7%	Shares	Sole	2025-08-15
2025-03-31	$790,862	1,510	+15.4%	Shares	Sole	2025-04-29
2024-12-31	$662,170	1,309	+1.6%	Shares	Sole	2025-02-03
2024-09-30	$753,067	1,288	-17.4%	Shares	Sole	2024-10-25
2023-06-30	$749,798	1,560	-2.1%	Shares	Sole	2023-07-18
2023-03-31	$753,308	1,594	-15.4%	Shares	Sole	2023-04-20
2022-12-31	$999,389	1,885	-7.7%	Shares	Sole	2023-01-20
2022-09-30	$1,031,291	2,042	-31.9%	Shares	Sole	2022-10-12
2022-06-30	$1,540,890	3,000	+9.6%	Shares	Sole	2022-07-22
2022-03-31	$1,396,297	2,738	-8.4%	Shares	Sole	2022-04-18
2021-12-31	$1,501,398	2,990	-1.6%	Shares	Sole	2022-01-13
2021-09-30	$1,187,849	3,040	+10.2%	Shares	Sole	2021-10-20
2021-06-30	$1,104,413	2,758	+3.2%	Shares	Sole	2021-07-19
2021-03-31	$994,543	2,673	+77.0%	Shares	Sole	2021-05-18
2020-12-31	$529,526	1,510	—	Shares	Sole	2021-03-05
No filing history on record for this holder in this stock.