Barnes Dennig Private Wealth Management LLC
Position in UNH — Unitedhealth Group Inc
CIK 2058270
CINCINNATI, OH
Position in UNH
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$68,578
+$25,014 QoQ
Shares Held
165
+2.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#3,177
of 3,349 holders
Holding Since
Mar 2025
6 quarters on record
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Barnes Dennig Private Wealth Management LLC holds $2,187,137 across 4 Healthcare Plans names. UNH ranks #3 (3.1% of the industry book) .
All Filings in UNH
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $68,578 | 165 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $43,564 | 161 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $53,147 | 161 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $50,759 | 147 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $44,611 | 143 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $169,171 | 323 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||