Position in UNH
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$115,129
+$36,388 QoQ
Shares Held
277
-4.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#3,122
of 3,349 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026RAFFA WEALTH MANAGEMENT, LLC holds $185,238 across 8 Healthcare Plans names. UNH ranks #1 (62.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
277 | $115,129 | |
| 2 | ELV |
Elevance Health, Inc.
|
53 | $20,496 | |
| 3 | CVS |
CVS HEALTH Corp
|
188 | $19,448 | |
| 4 | CI |
Cigna Group
|
64 | $17,643 | |
| 5 | HUM |
Humana Inc
|
17 | $6,752 | |
| 6 | CNC |
Centene Corp
|
77 | $4,942 | |
| 7 | MOH |
Molina Healthcare, Inc.
|
3 | $686 | |
| 8 | OSCR |
Oscar Health, Inc.
|
5 | $142 |
All Filings in UNH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $115,129 | 277 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $78,741 | 291 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $92,760 | 281 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $93,576 | 271 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $79,240 | 254 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $243,543 | 465 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $236,236 | 467 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $263,690 | 451 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $245,972 | 483 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $223,109 | 451 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $241,123 | 458 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $319,152 | 633 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $303,764 | 632 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $298,204 | 631 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $229,037 | 432 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $224,237 | 444 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $228,051 | 444 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $225,406 | 442 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $220,941 | 440 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $171,925 | 440 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $176,193 | 440 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $216,172 | 581 | Shares | Sole | 2026-07-27 | |
| 2020-12-31 | $198,134 | 565 | Shares | Sole | 2026-07-27 | |
| 2020-09-30 | $176,150 | 565 | Shares | Sole | 2026-07-27 | |
| 2020-06-30 | $166,646 | 565 | Shares | Sole | 2026-07-27 | |
| 2020-03-31 | $140,899 | 565 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||