Position in UNH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$370,326
+$144,384 QoQ
Shares Held
891
+6.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,537
of 3,349 holders
Holding Since
Dec 2021
16 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Destination Wealth Management holds $870,821 across 3 Healthcare Plans names. UNH ranks #1 (42.5% of the industry book) .
All Filings in UNH
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $370,326 | 891 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $225,942 | 835 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $308,322 | 934 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $340,465 | 986 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $281,253 | 537 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $287,328 | 568 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $294,678 | 504 | Shares | Sole | 2024-11-25 | |
| 2024-03-31 | $213,710 | 432 | Shares | Sole | 2024-05-14 | |
| 2023-09-30 | $239,994 | 476 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $984,350 | 2,048 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $2,403,120 | 5,085 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $2,684,301 | 5,063 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,701,964 | 5,350 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,677,553 | 5,213 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $307,511 | 603 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,106,716 | 2,204 | Shares | Sole | 2022-02-04 | |
| No filing history on record for this holder in this stock. | ||||||