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TRB Wealth Management, LLC

SEC CIK
0002130988
Latest filing
Aug 11, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by TRB 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)
3,137
Value
$1.30M
% of portfolio
0.2%
Quarters held
2
Since Q1 2026
Holdings of UNH by TRB Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,137$1.30M0.2%+1,189+61.0%AddedHolders
Q1 20261,948$527.1K0.1%–No prior filingHolders