Position in UNH
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,145,897
+$733,688 QoQ
Shares Held
5,163
-1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#1,368
of 3,349 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Avantax Planning Partners, Inc. holds $2,509,523 across 2 Healthcare Plans names. UNH ranks #1 (85.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
5,163 | $2,145,897 | |
| 2 | CVS |
CVS HEALTH Corp
|
3,515 | $363,626 |
All Filings in UNH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,145,897 | 5,163 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,412,209 | 5,219 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,973,727 | 5,979 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,003,085 | 5,801 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,350,518 | 4,329 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,925,828 | 3,677 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,990,559 | 3,935 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,154,545 | 3,685 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,940,467 | 5,774 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $3,338,730 | 6,749 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $2,881,370 | 5,473 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,882,454 | 5,717 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $2,593,533 | 5,396 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $2,526,466 | 5,346 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $3,154,040 | 5,949 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $3,068,623 | 6,076 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $3,318,563 | 6,461 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $2,866,031 | 5,620 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $2,837,091 | 5,650 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $2,085,770 | 5,338 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $1,858,041 | 4,640 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,694,034 | 4,553 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $2,078,831 | 5,928 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $1,932,662 | 6,199 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $1,910,096 | 6,476 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $1,444,658 | 5,793 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||