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Daner Wealth Management, LLC

SEC CIK
0001956649
Latest filing
Aug 14, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by Daner 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)
720
Value
$287.4K
% of portfolio
0.2%
Quarters held
2
Since Q1 2026
Holdings of UNH by Daner Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026720$287.4K0.2%+10+1.4%AddedHolders
Q1 2026710$281.5K0.2%+710NewHolders