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Eagle Wealth Strategies LLC

SEC CIK
0002009882
Latest filing
Jul 9, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by Eagle Wealth Strategies 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)
872
Value
$362.3K
% of portfolio
0.1%
Quarters held
11
Since Q4 2023
Holdings of UNH by Eagle Wealth Strategies LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026872$362.3K0.1%−10−1.1%ReducedHolders
Q1 2026882$238.6K0.1%−29−3.2%ReducedHolders
Q4 2025911$300.6K0.1%−47−4.9%ReducedHolders
Q3 2025958$330.7K0.2%−28−2.8%ReducedHolders
Q2 2025986$307.5K0.2%−331−25.1%ReducedHolders
Q1 20251,317$690.0K0.4%−354−21.2%ReducedHolders
Q4 20241,671$845.2K0.6%−1−0.1%ReducedHolders
Q3 20241,672$977.7K0.7%+621+59.1%AddedHolders
Q2 20241,051$535.1K0.4%−278−20.9%ReducedHolders
Q1 20241,329$650.8K0.5%−39−2.9%ReducedHolders
Q4 20231,368$720.4K0.4%–No prior filingHolders