Position in UNH
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$75,229
+$2,441 QoQ
Shares Held
181
-32.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#3,169
of 3,349 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026ATWOOD & PALMER INC holds $193,553 across 4 Healthcare Plans names. UNH ranks #1 (38.9% of the industry book) .
All Filings in UNH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $75,229 | 181 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $72,788 | 269 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $163,734 | 496 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $171,268 | 496 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $154,737 | 496 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $291,205 | 556 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $392,041 | 775 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $447,280 | 765 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $389,583 | 765 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $408,127 | 825 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $417,490 | 793 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $437,636 | 868 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $417,195 | 868 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $259,451 | 549 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $291,068 | 549 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $277,266 | 549 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $281,982 | 549 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $266,204 | 522 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $277,181 | 552 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $205,919 | 527 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $199,018 | 497 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $184,918 | 497 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $174,287 | 497 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $154,949 | 497 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $146,590 | 497 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $123,941 | 497 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||