Dogwood Wealth Management LLC

Position in UNH — Unitedhealth Group Inc

CIK 2056922 LENEXA, KS

Position in UNH

as of Jun 30, 2026 · filed Jul 6, 2026 Compact

Position Value

$97,673

+$70,614 QoQ

Shares Held

235

+135.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#3,146

of 3,349 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Dogwood Wealth Management LLC holds $183,708 across 6 Healthcare Plans names. UNH ranks #1 (53.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	235	$97,673
2	CVS	CVS HEALTH Corp	483	$49,966
3	ELV	Elevance Health, Inc.	33	$12,762
4	HUM	Humana Inc	28	$11,122
5	CI	Cigna Group	30	$8,270
6	CNC	Centene Corp	61	$3,915

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$97,673	235	+135.0%	Shares	Sole	2026-07-06
2026-03-31	$27,059	100	+19.0%	Shares	Sole	2026-05-12
2025-12-31	$27,729	84	-5.6%	Shares	Sole	2026-02-04
2025-09-30	$30,731	89	-93.7%	Shares	Sole	2025-11-12
2025-06-30	$438,941	1,407	+2.4%	Shares	Sole	2025-07-18
2025-03-31	$719,632	1,374	+13.1%	Shares	Sole	2025-04-30
2024-12-31	$614,619	1,215	+42.3%	Shares	Sole	2025-03-04
2024-09-30	$499,316	854	+5.7%	Shares	Sole	2025-02-28
2024-06-30	$411,482	808	+28.5%	Shares	Sole	2025-03-04
2024-03-31	$311,166	629	+20.5%	Shares	Sole	2025-02-28
2023-12-31	$274,817	522	—	Shares	Sole	2025-02-28
No filing history on record for this holder in this stock.