Position in UNH
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$241,065
+$84,123 QoQ
Shares Held
580
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
4.72%
of 13F equity value
Holder Rank
#2,886
of 3,340 holders
Holding Since
Dec 2021
15 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, 2026Magnolia Wealth Management, LLC holds $241,065 across 1 Healthcare Plans name. UNH ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
580 | $241,065 |
All Filings in UNH
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $241,065 | 580 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $156,942 | 580 | Shares | Sole | 2026-05-07 | |
| 2025-03-31 | $288,062 | 550 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $278,223 | 550 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $321,574 | 550 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $280,093 | 550 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $544,170 | 1,100 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $289,558 | 550 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $289,405 | 574 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $264,352 | 550 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $259,924 | 550 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $291,599 | 550 | Shares | Sole | 2023-02-13 | |
| 2022-06-30 | $282,496 | 550 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $280,483 | 550 | Shares | Sole | 2022-05-19 | |
| 2021-12-31 | $276,177 | 550 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||