Retirement Wealth Solutions LLC
PensionPosition in UNH — Unitedhealth Group Inc
CIK 2044741
MARSHFIELD, WI
Position in UNH
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$51,122
+$18,111 QoQ
Shares Held
123
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#3,204
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, 2026Retirement Wealth Solutions LLC holds $79,538 across 5 Healthcare Plans names. UNH ranks #1 (64.3% 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 | $51,122 | 123 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $33,011 | 122 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $42,914 | 130 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $44,889 | 130 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $62,082 | 199 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $97,417 | 186 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $60,703 | 120 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||