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49 Wealth Management, LLC

SEC CIK
0002022291
Latest filing
Aug 18, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by 49 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)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q2 2024
Holdings of UNH by 49 Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−3,201−100.0%Sold outHolders
Q1 20263,201$866.1K0.1%+1,609+101.1%AddedHolders
Q4 20251,592$525.6K<0.1%+735+85.8%AddedHolders
Q3 2025857$295.9K<0.1%−1,274−59.8%ReducedHolders
Q2 20252,131$664.7K0.1%+371+21.1%AddedHolders
Q1 20251,760$921.7K0.1%+507+40.5%AddedHolders
Q4 20241,253$633.6K0.1%+94+8.1%AddedHolders
Q3 20241,159$677.8K0.1%+584+101.6%AddedHolders
Q2 2024575$284.5K0.1%+575NewHolders