Position in UNH
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$380,178
-$17,274 QoQ
Shares Held
1,405
+16.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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 Mar 31, 2026Leo Wealth, LLC holds $1,013,127 across 2 Healthcare Plans names. UNH ranks #2 (37.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
|
8,813 | $632,949 | |
| 2 | UNH |
Unitedhealth Group Inc
This page
|
1,405 | $380,178 |
All Filings in UNH
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $380,178 | 1,405 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $397,452 | 1,204 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $367,399 | 1,064 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $324,760 | 1,041 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $629,547 | 1,202 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $655,594 | 1,296 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $974,661 | 1,667 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,017,501 | 1,998 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $550,106 | 1,112 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $531,734 | 1,010 | Shares | Sole | 2024-03-14 | |
| No filing history on record for this holder in this stock. | ||||||