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Drive Wealth Management, LLC

SEC CIK
0001952781
Latest filing
Jul 21, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by Drive Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UNH overviewAll 13F holders of UNHFull Q2 2026 holdings

Shares (Q2 2026)
2,268
Value
$942.5K
% of portfolio
0.2%
Quarters held
18
Since Q4 2021
Holdings of UNH by Drive Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,268$942.5K0.2%+557+32.6%AddedHolders
Q1 20261,711$463.0K0.1%−656−27.7%ReducedHolders
Q4 20252,367$781.3K0.2%+304+14.7%AddedHolders
Q3 20252,063$712.4K0.2%−19−0.9%ReducedHolders
Q2 20252,082$649.6K0.1%−1,952−48.4%ReducedHolders
Q1 20254,034$2.11M0.5%+966+31.5%AddedHolders
Q4 20243,068$1.55M0.4%+135+4.6%AddedHolders
Q3 20242,933$1.71M0.4%−1,154−28.2%ReducedHolders
Q2 20244,087$2.08M0.6%+210+5.4%AddedHolders
Q1 20243,877$1.92M0.5%+830+27.2%AddedHolders
Q4 20233,047$1.60M0.5%+3,047NewHolders
Q3 20230$00.0%−2,813−100.0%Sold outHolders
Q2 20232,813$1.35M0.5%+32+1.2%AddedHolders
Q1 20232,781$1.31M0.6%+125+4.7%AddedHolders
Q4 20222,656$1.41M0.7%+343+14.8%AddedHolders
Q3 20222,313$1.17M1.1%+270+13.2%AddedHolders
Q2 20222,043$1.05M1.0%+168+9.0%AddedHolders
Q1 20221,875$956.0K0.8%+469+33.4%AddedHolders
Q4 20211,406$706.0K0.6%–No prior filingHolders