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David Wealth Management LLC

SEC CIK
0002042337
Latest filing
Jul 22, 2025

UNH holding history

UnitedHealth Group Inc in every 13F filed by David 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 2025 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q4 2024
Holdings of UNH by David Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−430−100.0%Sold outHolders
Q1 2025430$225.3K0.2%+2+0.5%AddedHolders
Q4 2024428$216.7K0.2%–No prior filingHolders