Position in UNH
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,792,612
+$589,299 QoQ
Shares Held
4,313
-3.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#1,465
of 3,349 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Private Wealth Asset Management, LLC holds $2,765,192 across 4 Healthcare Plans names. UNH ranks #1 (64.8% of the industry book) .
All Filings in UNH
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,792,612 | 4,313 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,203,313 | 4,447 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,542,604 | 4,673 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,618,421 | 4,687 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $2,010,646 | 6,445 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $3,874,702 | 7,398 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||