Position in UNH
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$5,019,147
+$1,966,081 QoQ
Shares Held
12,076
+7.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
#971
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, 2026FAS Wealth Partners, Inc. holds $5,527,668 across 3 Healthcare Plans names. UNH ranks #1 (90.8% of the industry book) .
All Filings in UNH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,019,147 | 12,076 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $3,053,066 | 11,283 | Shares | Sole | 2026-06-10 | |
| 2025-12-31 | $1,004,854 | 3,044 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,041,770 | 3,017 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $909,392 | 2,915 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,744,288 | 7,149 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $3,568,336 | 7,054 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,828,872 | 8,259 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $4,738,664 | 9,305 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $4,468,625 | 9,033 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $4,720,856 | 8,967 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $4,212,507 | 8,355 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $3,840,793 | 7,991 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $3,562,383 | 7,538 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,965,216 | 7,479 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $3,626,187 | 7,180 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $3,283,636 | 6,393 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $3,096,537 | 6,072 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $2,837,091 | 5,650 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,957,216 | 5,009 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,880,866 | 4,697 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,625,945 | 4,370 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,514,937 | 4,320 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,315,669 | 4,220 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,310,167 | 4,442 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $1,107,745 | 4,442 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||