LANDAAS & CO /WI /ADV

Position in UNH — Unitedhealth Group Inc

CIK 913990 MILWAUKEE, WI

Position in UNH

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$271,406

+$55,845 QoQ

Shares Held

653

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.44%

of 13F equity value

Holder Rank

#2,786

of 3,349 holders

Holding Since

Jun 2021

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

LANDAAS & CO /WI /ADV holds $663,895 across 2 Healthcare Plans names. UNH ranks #2 (40.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CVS	CVS HEALTH Corp	3,794	$392,489
2	UNH	Unitedhealth Group Inc This page	653	$271,406

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$271,406	653	0.0%	Shares	Sole	2026-07-21
2025-12-31	$215,561	653	0.0%	Shares	Sole	2026-01-21
2025-09-30	$225,480	653	0.0%	Shares	Sole	2025-11-04
2025-06-30	$203,716	653	0.0%	Shares	Sole	2025-08-11
2025-03-31	$342,008	653	0.0%	Shares	Sole	2025-05-02
2024-12-31	$330,326	653	0.0%	Shares	Sole	2025-02-27
2024-09-30	$381,796	653	-2.7%	Shares	Sole	2024-11-12
2024-06-30	$341,713	671	0.0%	Shares	Sole	2024-08-13
2024-03-31	$331,943	671	+0.3%	Shares	Sole	2024-05-09
2023-12-31	$352,208	669	+1.5%	Shares	Sole	2024-02-12
2023-09-30	$332,261	659	+38.7%	Shares	Sole	2023-11-13
2022-09-30	$239,894	475	0.0%	Shares	Sole	2022-11-14
2022-06-30	$243,974	475	-3.7%	Shares	Sole	2022-08-09
2022-03-31	$251,415	493	0.0%	Shares	Sole	2022-05-09
2021-12-31	$247,555	493	-5.0%	Shares	Sole	2022-03-03
2021-09-30	$202,794	519	0.0%	Shares	Sole	2021-11-12
2021-06-30	$207,828	519	—	Shares	Sole	2021-08-17
No filing history on record for this holder in this stock.