13F

Position

Code Waechter LLC in Unitedhealth Group Inc

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Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.

Latest estimated mark −$45.1K$330.15$270.59

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20251.4K$462.9K0.3%
Q1 2026758$205.1K$270.59−$45.1K−$212.6K0.1%