Position in UNH
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$423,526
+$207,866 QoQ
Shares Held
1,019
+27.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,433
of 3,349 holders
Holding Since
Mar 2020
24 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, 2026NewSquare Capital LLC holds $9,050,842 across 2 Healthcare Plans names. UNH ranks #2 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
|
83,396 | $8,627,316 | |
| 2 | UNH |
Unitedhealth Group Inc
This page
|
1,019 | $423,526 |
All Filings in UNH
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $423,526 | 1,019 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $215,660 | 797 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $202,687 | 614 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $233,422 | 676 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $88,287 | 283 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $135,651 | 259 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $25,293 | 50 | Shares | Sole | 2025-02-06 | |
| 2024-03-31 | $1,484 | 3 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,579 | 3 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $33,276 | 66 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $7,209 | 15 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $20,793 | 44 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $14,845 | 28 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $9,090 | 18 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $9,245 | 18 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $9,179 | 18 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $140,097 | 279 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $109,016 | 279 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $111,722 | 279 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $47,624 | 128 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $44,887 | 128 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $23,382 | 75 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $28,315 | 96 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $90,524 | 363 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||