SEC 13F Intelligence

Systm Wealth Solutions LLC / UNH

Systm Wealth Solutions LLC’s Unitedhealth Group Inc Position

Does Systm Wealth Solutions LLC own Unitedhealth Group Inc (UNH)? Yes — 296 shares worth $173,066 (+5.25% of its 13F portfolio) as of Q3 2024, down from 16.8K shares the prior filed quarter.

Position Value
$173,066
Q3 2024
Shares
296
% of Portfolio
+5.25%
Quarters Held
8
currently held

Position History UNH

Reported value by quarter
Q4 ’22: $12MQ4 ’22Q1 ’23: $9MQ1 ’23Q2 ’23: $11MQ2 ’23Q3 ’23: $10MQ3 ’23Q4 ’23: $10MQ4 ’23Q1 ’24: $9MQ1 ’24Q2 ’24: $9MQ2 ’24Q3 ’24: $173,066Q3 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2024296$173,066+5.25%
Q2 202416.8K$9M+1.91%
Q1 202417.7K$9M+1.11%
Q4 202318.6K$10M+1.35%
Q3 202319.8K$10M+1.53%
Q2 202322.8K$11M+1.48%
Q1 202319.1K$9M+1.39%
Q4 202222.9K$12M+1.51%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Systm Wealth Solutions LLC’s full portfolio or all institutional holders of UNH.