ONE WEALTH CAPITAL MANAGEMENT, LLC
Position in UNH — Unitedhealth Group Inc
CIK 2050308
SCOTTSDALE, AZ
Position in UNH
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$214,465
-$359,565 QoQ
Shares Held
516
-52.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#2,996
of 3,349 holders
Holding Since
Dec 2024
3 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, 2026ONE WEALTH CAPITAL MANAGEMENT, LLC holds $1,182,294 across 4 Healthcare Plans names. UNH ranks #4 (18.1% of the industry book) .
All Filings in UNH
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $214,465 | 516 | Shares | Sole | 2026-07-24 | |
| 2025-03-31 | $574,030 | 1,096 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $584,268 | 1,155 | Shares | Sole | 2025-01-07 | |
| No filing history on record for this holder in this stock. | ||||||