SEC 13F Intelligence

Kw Wealth Management LLC / UNH

Kw Wealth Management LLC’s Unitedhealth Group Inc Position

Does Kw Wealth Management LLC own Unitedhealth Group Inc (UNH)? Not currently — the last reported position was 2.7K shares worth $883,834 in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$883,834
Q4 2025
Shares
2.7K
% of Portfolio
+1.34%
Quarters Held
2
position exited

Position History UNH

Reported value by quarter
Q3 ’25: $924,471Q3 ’25Q4 ’25: $883,834Q4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 20252.7K$883,834+1.34%
Q3 20252.7K$924,471+1.58%

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