Caliber Wealth Management, LLC / KS
Position in UNH — Unitedhealth Group Inc
CIK 2067120
Overland Park, KS
Position in UNH
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$3,881,152
-$22,649 QoQ
Shares Held
9,338
-35.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.34%
of 13F equity value
Holder Rank
#1,086
of 3,349 holders
Holding Since
Mar 2025
6 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, 2026Caliber Wealth Management, LLC / KS holds $4,140,914 across 2 Healthcare Plans names. UNH ranks #1 (93.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
9,338 | $3,881,152 | |
| 2 | CVS |
CVS HEALTH Corp
|
2,511 | $259,762 |
All Filings in UNH
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,881,152 | 9,338 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $3,903,801 | 14,427 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $4,412,910 | 13,368 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $3,966,115 | 11,486 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $3,232,009 | 10,360 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $3,777,285 | 7,212 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||