Werba Rubin Papier Wealth Management
Position in UNH — Unitedhealth Group Inc
CIK 1971029
SAN JOSE, CA
Position in UNH
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$658,773
+$311,065 QoQ
Shares Held
1,585
+23.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#2,121
of 3,349 holders
Holding Since
Dec 2022
14 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, 2026Werba Rubin Papier Wealth Management holds $1,181,594 across 3 Healthcare Plans names. UNH ranks #1 (55.8% of the industry book) .
All Filings in UNH
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $658,773 | 1,585 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $347,708 | 1,285 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $394,481 | 1,195 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $285,563 | 827 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $230,233 | 738 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $534,748 | 1,021 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $522,047 | 1,032 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $667,119 | 1,141 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $504,167 | 990 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $358,162 | 724 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $355,367 | 675 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $316,631 | 628 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $301,361 | 627 | Shares | Sole | 2023-07-24 | |
| 2022-12-31 | $205,709 | 388 | Shares | Sole | 2023-03-28 | |
| No filing history on record for this holder in this stock. | ||||||