Position in UNH
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$996,680
+$383,253 QoQ
Shares Held
2,398
+5.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
#1,822
of 3,349 holders
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Warren Street Wealth Advisors, LLC holds $1,212,261 across 2 Healthcare Plans names. UNH ranks #1 (82.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
2,398 | $996,680 | |
| 2 | CI |
Cigna Group
|
782 | $215,581 |
All Filings in UNH
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $996,680 | 2,398 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $613,427 | 2,267 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $806,458 | 2,443 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $863,940 | 2,502 | Shares | Sole | 2025-10-17 | |
| 2025-03-31 | $315,297 | 602 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $420,369 | 831 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $583,510 | 998 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $510,787 | 1,003 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $468,975 | 948 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $470,664 | 894 | Shares | Sole | 2024-03-19 | |
| 2023-09-30 | $394,780 | 783 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $341,254 | 710 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $285,916 | 605 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $336,134 | 634 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $252,520 | 500 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $201,856 | 393 | Shares | Sole | 2022-07-18 | |
| No filing history on record for this holder in this stock. | ||||||