Position in UNH
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,398,594
+$488,059 QoQ
Shares Held
3,365
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,612
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, 2026Ascent Wealth Partners, LLC holds $1,648,421 across 2 Healthcare Plans names. UNH ranks #1 (84.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
3,365 | $1,398,594 | |
| 2 | ELV |
Elevance Health, Inc.
|
646 | $249,827 |
All Filings in UNH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,398,594 | 3,365 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $910,535 | 3,365 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,098,275 | 3,327 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,145,360 | 3,317 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,035,116 | 3,318 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,129,406 | 5,975 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $9,856,682 | 19,485 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $11,309,465 | 19,343 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $9,910,199 | 19,460 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $9,618,452 | 19,443 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $10,137,706 | 19,256 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $9,630,029 | 19,100 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $9,272,987 | 19,293 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $7,524,105 | 15,921 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $8,303,679 | 15,662 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $7,955,390 | 15,752 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $9,745,101 | 18,973 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $9,485,951 | 18,601 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $8,077,424 | 16,086 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $7,145,071 | 18,286 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $7,343,268 | 18,338 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $6,745,629 | 18,130 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $6,165,305 | 17,581 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $5,538,905 | 17,766 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $5,256,893 | 17,823 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $4,465,897 | 17,908 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||