SEC 13F Intelligence

Viawealth, LLC / UNH

Viawealth, LLC’s Unitedhealth Group Inc Position

Does Viawealth, LLC own Unitedhealth Group Inc (UNH)? Yes7.4K shares worth $2M (+1.11% of its 13F portfolio) as of Q1 2026, up from 7.1K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
7.4K
% of Portfolio
+1.11%
Quarters Held
14
currently held

Position History UNH

Reported value by quarter
Q4 ’22: $4MQ4 ’22Q1 ’23: $4MQ2 ’23: $4MQ2 ’23Q3 ’23: $5MQ4 ’23: $4MQ4 ’23Q1 ’24: $4MQ2 ’24: $4MQ2 ’24Q3 ’24: $4MQ4 ’24: $4MQ4 ’24Q1 ’25: $4MQ2 ’25: $2MQ2 ’25Q3 ’25: $3MQ4 ’25: $2MQ4 ’25Q1 ’26: $2Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20267.4K$2M+1.11%
Q4 20257.1K$2M+1.31%
Q3 20257.3K$3M+1.38%
Q2 20257.4K$2M+1.37%
Q1 20258.0K$4M+2.59%
Q4 20247.2K$4M+2.21%
Q3 20247.4K$4M+2.51%
Q2 20248.0K$4M+2.53%
Q1 20248.3K$4M+2.56%
Q4 20238.5K$4M+3.06%
Q3 20239.5K$5M+3.51%
Q2 20239.3K$4M+3.34%
Q1 20239.2K$4M+3.45%
Q4 20229.1K$4M+3.66%

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