Private Wealth Management Group, LLC

Position in UNH — Unitedhealth Group Inc

CIK 2011342 PRINCETON, NJ

Position in UNH

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$138,404

+$42,886 QoQ

Shares Held

333

-5.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#3,100

of 3,349 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Private Wealth Management Group, LLC holds $389,585 across 8 Healthcare Plans names. UNH ranks #2 (35.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVS	CVS HEALTH Corp	1,405	$145,347
2	UNH	Unitedhealth Group Inc This page	333	$138,404
3	HUM	Humana Inc	136	$54,021
4	ELV	Elevance Health, Inc.	47	$18,176
5	CNC	Centene Corp	256	$16,432
6	MOH	Molina Healthcare, Inc.	40	$9,148
7	PGNY	Progyny, Inc.	203	$5,852
8	CI	Cigna Group	8	$2,205

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$138,404	333	-5.7%	Shares	Sole	2026-07-27
2026-03-31	$95,518	353	+33.7%	Shares	Sole	2026-04-23
2025-12-31	$87,149	264	+20.5%	Shares	Sole	2026-01-23
2025-09-30	$75,620	219	-37.8%	Shares	Sole	2025-10-17
2025-06-30	$109,813	352	+6.3%	Shares	Sole	2025-07-29
2025-03-31	$173,361	331	-5.2%	Shares	Sole	2025-05-02
2024-12-31	$176,545	349	+5.1%	Shares	Sole	2025-01-27
2024-09-30	$194,113	332	-1.5%	Shares	Sole	2024-10-29
2024-06-30	$171,620	337	-9.9%	Shares	Sole	2024-08-13
2024-03-31	$185,017	374	-6.0%	Shares	Sole	2024-04-30
2023-12-31	$209,535	398	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.