Position in UNH
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$4,856,636
+$1,862,017 QoQ
Shares Held
11,685
+5.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.48%
of 13F equity value
Holder Rank
#987
of 3,349 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Brown Miller Wealth Management, LLC holds $5,232,262 across 2 Healthcare Plans names. UNH ranks #1 (92.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
11,685 | $4,856,636 | |
| 2 | CVS |
CVS HEALTH Corp
|
3,631 | $375,626 |
All Filings in UNH
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,856,636 | 11,685 | Shares | Other | 2026-07-16 | |
| 2026-03-31 | $2,994,619 | 11,067 | Shares | Other | 2026-04-23 | |
| 2025-12-31 | $3,430,172 | 10,391 | Shares | Other | 2026-01-23 | |
| 2025-09-30 | $3,505,830 | 10,153 | Shares | Other | 2025-10-21 | |
| 2025-06-30 | $2,254,918 | 7,228 | Shares | Other | 2025-07-22 | |
| 2025-03-31 | $3,446,274 | 6,580 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $3,090,804 | 6,110 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,587,596 | 6,136 | Shares | Sole | 2025-02-11 | |
| 2024-06-30 | $3,092,226 | 6,072 | Shares | Sole | 2025-02-11 | |
| 2024-03-31 | $2,926,645 | 5,916 | Shares | Sole | 2025-02-11 | |
| 2023-12-31 | $2,999,299 | 5,697 | Shares | Sole | 2025-02-11 | |
| 2023-09-30 | $2,851,194 | 5,655 | Shares | Sole | 2025-02-11 | |
| 2023-06-30 | $2,926,136 | 6,088 | Shares | Sole | 2025-02-11 | |
| 2023-03-31 | $2,880,436 | 6,095 | Shares | Sole | 2025-02-11 | |
| 2022-12-31 | $3,249,473 | 6,129 | Shares | Sole | 2025-02-11 | |
| 2022-09-30 | $3,083,774 | 6,106 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $2,992,408 | 5,826 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $2,883,880 | 5,655 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $2,777,336 | 5,531 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $2,133,049 | 5,459 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $2,135,146 | 5,332 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $1,928,810 | 5,184 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $1,734,112 | 4,945 | Shares | Sole | 2021-01-26 | |
| No filing history on record for this holder in this stock. | ||||||