WOODWARD DIVERSIFIED CAPITAL, LLC
Position in UNH — Unitedhealth Group Inc
CIK 1846177
BAKERSFIELD, CA
Position in UNH
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$748,965
+$283,821 QoQ
Shares Held
1,802
+4.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#2,030
of 3,349 holders
Holding Since
Sep 2023
12 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, 2026WOODWARD DIVERSIFIED CAPITAL, LLC holds $1,128,576 across 2 Healthcare Plans names. UNH ranks #1 (66.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
1,802 | $748,965 | |
| 2 | CI |
Cigna Group
|
1,377 | $379,611 |
All Filings in UNH
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $748,965 | 1,802 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $465,144 | 1,719 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $579,012 | 1,754 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $572,852 | 1,659 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $406,808 | 1,304 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $471,375 | 900 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $421,381 | 833 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $808,027 | 1,382 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $312,176 | 613 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $255,265 | 516 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $205,323 | 390 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $208,734 | 414 | Shares | Sole | 2023-11-01 | |
| No filing history on record for this holder in this stock. | ||||||