Position in UNH
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,141,735
+$444,425 QoQ
Shares Held
2,747
+6.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,724
of 3,349 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 11%
Shared 3%
None 86%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026GeoWealth Management, LLC holds $6,478,718 across 6 Healthcare Plans names. UNH ranks #3 (17.6% of the industry book) .
All Filings in UNH
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,141,735 | 2,747 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $697,310 | 2,577 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,020,700 | 3,092 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $1,600,465 | 4,635 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $2,396,865 | 7,683 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $5,330,727 | 10,178 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $5,821,436 | 11,508 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $7,221,967 | 12,352 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $5,677,230 | 11,148 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $4,723,890 | 9,549 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $3,424,687 | 6,505 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $462,846 | 918 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $359,518 | 748 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $352,552 | 746 | Shares | Other | 2023-05-12 | |
| 2022-12-31 | $804,813 | 1,518 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $638,370 | 1,264 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $546,502 | 1,064 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $543,118 | 1,065 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $541,306 | 1,078 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $417,701 | 1,069 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $431,674 | 1,078 | Shares | Other | 2021-08-17 | |
| 2021-03-31 | $388,813 | 1,045 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $453,429 | 1,293 | Shares | Other | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||