Position in UNH
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$240,649
-$76,743 QoQ
Shares Held
579
-4.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2,896
of 3,349 holders
Holding Since
Jun 2021
13 quarters on record
Voting authority
Sole 34%
Shared 0%
None 66%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026WBH ADVISORY INC holds $515,205 across 2 Healthcare Plans names. UNH ranks #2 (46.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
|
2,654 | $274,556 | |
| 2 | UNH |
Unitedhealth Group Inc
This page
|
579 | $240,649 |
All Filings in UNH
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $240,649 | 579 | Shares | Sole | 2026-08-05 | |
| 2025-03-31 | $317,392 | 606 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $306,551 | 606 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $256,089 | 438 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $223,055 | 438 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $216,678 | 438 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $205,849 | 391 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $216,297 | 429 | Shares | Sole | 2023-10-10 | |
| 2022-09-30 | $230,803 | 457 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $313,827 | 611 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $312,101 | 612 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $258,099 | 514 | Shares | Sole | 2022-01-28 | |
| 2021-06-30 | $204,224 | 510 | Shares | Sole | 2021-07-27 | |
| No filing history on record for this holder in this stock. | ||||||