Position in UNH
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$92,912,423
+$29,972,648 QoQ
Shares Held
223,546
-3.9% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#261
of 3,349 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 64%
Shared 0%
None 36%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Focus Partners Wealth holds $196,436,939 across 8 Healthcare Plans names. UNH ranks #1 (47.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
223,546 | $92,912,423 | |
| 2 | CVS |
CVS HEALTH Corp
|
371,576 | $38,439,537 | |
| 3 | ELV |
Elevance Health, Inc.
|
52,563 | $20,327,688 | |
| 4 | CNC |
Centene Corp
|
281,266 | $18,054,464 | |
| 5 | CI |
Cigna Group
|
49,098 | $13,535,336 | |
| 6 | MOH |
Molina Healthcare, Inc.
|
32,286 | $7,383,808 | |
| 7 | HUM |
Humana Inc
|
8,100 | $3,217,482 | |
| 8 | OSCR |
Oscar Health, Inc.
|
89,979 | $2,566,201 |
All Filings in UNH
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $92,912,423 | 223,546 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $62,939,775 | 232,602 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $80,932,408 | 245,168 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $73,052,358 | 211,562 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $73,765,618 | 236,451 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $145,558,505 | 277,916 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $133,447,891 | 263,804 | Shares | Sole | 2025-05-20 | |
| 2024-09-30 | $264,952,419 | 453,158 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $97,866,531 | 192,174 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $72,677,366 | 146,912 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $63,804,478 | 121,193 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||