Position in UNH
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$726,105
+$303,715 QoQ
Shares Held
1,747
+11.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2,052
of 3,349 holders
Holding Since
Mar 2023
14 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, 2026BIP Wealth, LLC holds $1,255,686 across 2 Healthcare Plans names. UNH ranks #1 (57.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
1,747 | $726,105 | |
| 2 | CI |
Cigna Group
|
1,921 | $529,581 |
All Filings in UNH
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $726,105 | 1,747 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $422,390 | 1,561 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,011,787 | 3,065 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $313,187 | 907 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $269,230 | 863 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $435,760 | 832 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $426,945 | 844 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $356,654 | 610 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $205,741 | 404 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $315,123 | 637 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $326,937 | 621 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $207,222 | 411 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $249,932 | 520 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $312,853 | 662 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||