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Ponta Wealth Partners, LLC

Position in UNH — Unitedhealth Group Inc

CIK 2107740 WINTER PARK, FL

Position in UNH

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$517,874
New position
Shares Held
1,246
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#2,289
of 3,349 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority Sole 0% Shared 0% None 100%

Position in Healthcare Plans

Healthcare · as of Jun 30, 2026

Ponta Wealth Partners, LLC holds $1,177,423 across 3 Healthcare Plans names. UNH ranks #1 (44.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 UNH
Unitedhealth Group Inc
This page
1,246 $517,874

All Filings in UNH

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $517,874 1,246