FSB PREMIER WEALTH MANAGEMENT, INC.
Position in UNH — Unitedhealth Group Inc
CIK 887748
WATERLOO, IA
Position in UNH
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$602,247
+$206,104 QoQ
Shares Held
1,449
-1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#2,187
of 3,349 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026FSB PREMIER WEALTH MANAGEMENT, INC. holds $2,381,591 across 2 Healthcare Plans names. UNH ranks #2 (25.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ELV |
Elevance Health, Inc.
|
4,601 | $1,779,344 | |
| 2 | UNH |
Unitedhealth Group Inc
This page
|
1,449 | $602,247 |
All Filings in UNH
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $602,247 | 1,449 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $396,143 | 1,464 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $459,843 | 1,393 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $667,464 | 1,933 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $606,781 | 1,945 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,013,456 | 1,935 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $925,217 | 1,829 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,040,145 | 1,779 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $854,029 | 1,677 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $805,371 | 1,628 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $844,984 | 1,605 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $776,452 | 1,540 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $736,340 | 1,532 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $726,370 | 1,537 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $892,292 | 1,683 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $921,698 | 1,825 | Shares | Sole | 2022-11-23 | |
| 2022-06-30 | $923,506 | 1,798 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $916,416 | 1,797 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,020,850 | 2,033 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $706,848 | 1,809 | Shares | Sole | 2022-02-23 | |
| 2021-06-30 | $771,647 | 1,927 | Shares | Sole | 2022-02-22 | |
| 2021-03-31 | $749,348 | 2,014 | Shares | Sole | 2022-02-22 | |
| 2020-12-31 | $749,753 | 2,138 | Shares | Sole | 2022-02-16 | |
| No filing history on record for this holder in this stock. | ||||||