Cherry Tree Wealth Management, LLC
Position in UNH — Unitedhealth Group Inc
CIK 1985414
MINNETONKA, MN
Position in UNH
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$200,507
-$53,347 QoQ
Shares Held
741
-3.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 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 Mar 31, 2026Cherry Tree Wealth Management, LLC holds $253,811 across 5 Healthcare Plans names. UNH ranks #1 (79.0% of the industry book) .
All Filings in UNH
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $200,507 | 741 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $253,854 | 769 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $273,132 | 791 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $246,768 | 791 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $467,185 | 892 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $440,604 | 871 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $476,514 | 815 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $415,046 | 815 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $404,169 | 817 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $430,125 | 817 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $360,495 | 715 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $343,657 | 715 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||