Position in UNH
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$19,950
+$6,962 QoQ
Shares Held
48
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#3,272
of 3,349 holders
Holding Since
Mar 2025
6 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, 20261 NORTH WEALTH SERVICES LLC holds $20,501 across 2 Healthcare Plans names. UNH ranks #1 (97.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
48 | $19,950 | |
| 2 | CI |
Cigna Group
|
2 | $551 |
All Filings in UNH
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,950 | 48 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $12,988 | 48 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $15,845 | 48 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,906 | 20 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $6,239 | 20 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $10,475 | 20 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||