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Retirement Wealth Solutions LLC

SEC CIK
0002044741
Latest filing
Jul 7, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by Retirement Wealth Solutions 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)
123
Value
$51.2K
% of portfolio
<0.1%
Quarters held
7
Since Q4 2024
Holdings of UNH by Retirement Wealth Solutions LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026123$51.2K<0.1%+1+0.8%AddedHolders
Q1 2026122$33.1K<0.1%−8−6.2%ReducedHolders
Q4 2025130$43.0K<0.1%00.0%UnchangedHolders
Q3 2025130$44.9K<0.1%−69−34.7%ReducedHolders
Q2 2025199$62.1K<0.1%+13+7.0%AddedHolders
Q1 2025186$97.4K0.1%+66+55.0%AddedHolders
Q4 2024120$62.4K0.1%–No prior filingHolders