Pines Wealth Management, LLC
Position in UNH — Unitedhealth Group Inc
CIK 2037426
SOUTHERN PINES, NC
Position in UNH
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$538,240
+$291,192 QoQ
Shares Held
1,295
+41.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#2,264
of 3,349 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Pines Wealth Management, LLC holds $1,564,518 across 4 Healthcare Plans names. UNH ranks #1 (34.4% of the industry book) .
All Filings in UNH
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $538,240 | 1,295 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $247,048 | 913 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $267,719 | 811 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $616,705 | 1,786 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $510,070 | 1,635 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,143,870 | 2,184 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $879,690 | 1,739 | Shares | Sole | 2025-01-14 | |
| No filing history on record for this holder in this stock. | ||||||