Ariadne Wealth Management, LP
Position in UNH — Unitedhealth Group Inc
CIK 2034793
SANTA BARBARA, CA
Position in UNH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$292,187
+$40,644 QoQ
Shares Held
703
-7.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#2,733
of 3,349 holders
Holding Since
Jun 2024
8 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, 2026Ariadne Wealth Management, LP holds $1,358,194 across 3 Healthcare Plans names. UNH ranks #3 (21.5% of the industry book) .
All Filings in UNH
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $292,187 | 703 | Shares | Sole | 2026-08-13 | |
| 2025-12-31 | $251,543 | 762 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $247,925 | 718 | Shares | Sole | 2025-11-20 | |
| 2025-06-30 | $277,029 | 888 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $419,523 | 801 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $403,170 | 797 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $416,876 | 713 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $406,389 | 798 | Shares | Sole | 2024-08-26 | |
| No filing history on record for this holder in this stock. | ||||||