Position in UNH
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$211,555
+$55,259 QoQ
Shares Held
509
+1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#3,005
of 3,349 holders
Holding Since
Sep 2024
4 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, 2026Financial Gravity Companies, Inc. holds $220,598 across 3 Healthcare Plans names. UNH ranks #1 (95.9% of the industry book) .
All Filings in UNH
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $211,555 | 509 | Shares | Sole | 2026-08-05 | |
| 2025-06-30 | $156,296 | 501 | Shares | Sole | 2025-08-08 | |
| 2024-12-31 | $8,599 | 17 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $584 | 1 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||