Position in UNH
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$941,817
+$301,872 QoQ
Shares Held
2,266
-4.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,862
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, 2026BSW Wealth Partners holds $941,817 across 1 Healthcare Plans name. UNH ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
2,266 | $941,817 |
All Filings in UNH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $941,817 | 2,266 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $639,945 | 2,365 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $780,710 | 2,365 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $664,702 | 1,925 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $728,137 | 2,334 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,399,983 | 2,673 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,257,567 | 2,486 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,436,558 | 2,457 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,038,381 | 2,039 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $976,537 | 1,974 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,056,098 | 2,006 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $989,724 | 1,963 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $884,858 | 1,841 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $852,079 | 1,803 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $957,505 | 1,806 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $927,758 | 1,837 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,035,991 | 2,017 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,015,860 | 1,992 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $967,623 | 1,927 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $705,285 | 1,805 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $701,570 | 1,752 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $571,871 | 1,537 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $506,381 | 1,444 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $416,212 | 1,335 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $371,637 | 1,260 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $258,108 | 1,035 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||