Position in UNH
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$813,387
+$429,961 QoQ
Shares Held
1,957
+38.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#1,964
of 3,349 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Baron Wealth Management LLC holds $1,139,461 across 2 Healthcare Plans names. UNH ranks #1 (71.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
1,957 | $813,387 | |
| 2 | CVS |
CVS HEALTH Corp
|
3,152 | $326,074 |
All Filings in UNH
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $813,387 | 1,957 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $383,426 | 1,417 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $684,648 | 2,074 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $665,738 | 1,928 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $316,025 | 1,013 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $778,292 | 1,486 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $933,311 | 1,845 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,124,339 | 1,923 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $741,482 | 1,456 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $737,103 | 1,490 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $765,487 | 1,454 | Shares | Sole | 2024-01-04 | |
| 2023-09-30 | $728,554 | 1,445 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $679,624 | 1,414 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $663,043 | 1,403 | Shares | Sole | 2023-06-06 | |
| 2022-12-31 | $734,299 | 1,385 | Shares | Sole | 2023-06-06 | |
| No filing history on record for this holder in this stock. | ||||||