Position in UNH
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$403,992
+$140,438 QoQ
Shares Held
972
-0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,474
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, 2026River Wealth Advisors LLC holds $2,367,744 across 3 Healthcare Plans names. UNH ranks #3 (17.1% 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 | $403,992 | 972 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $263,554 | 974 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $346,285 | 1,049 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $604,965 | 1,752 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,502,487 | 11,227 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $6,563,635 | 12,532 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $6,362,707 | 12,578 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $6,708,033 | 11,473 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,624,776 | 11,045 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $5,183,466 | 10,478 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $5,362,096 | 10,185 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $4,966,271 | 9,850 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,419,484 | 9,195 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $4,135,635 | 8,751 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $4,205,917 | 7,933 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $3,229,225 | 6,394 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,069,452 | 5,976 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $2,899,689 | 5,686 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $2,371,607 | 4,723 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,781,383 | 4,559 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,828,809 | 4,567 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,669,106 | 4,486 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,480,570 | 4,222 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,299,145 | 4,167 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $940,005 | 3,187 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $463,098 | 1,857 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||