Position in UNH
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,234,842
+$494,408 QoQ
Shares Held
5,377
-16.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#1,350
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, 2026WealthShield Partners, LLC holds $2,234,842 across 1 Healthcare Plans name. UNH ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
5,377 | $2,234,842 |
All Filings in UNH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,234,842 | 5,377 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,740,434 | 6,432 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $4,417,532 | 13,382 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $3,825,578 | 11,079 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $3,120,635 | 10,003 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $4,678,135 | 8,932 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $3,939,637 | 7,788 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $4,478,064 | 7,659 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $3,754,264 | 7,372 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $3,359,507 | 6,791 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $3,556,304 | 6,755 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $2,557,755 | 5,073 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $4,629,043 | 9,631 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $3,742,440 | 7,919 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $3,161,463 | 5,963 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,525,200 | 5,000 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $2,236,345 | 4,354 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,168,902 | 4,253 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $2,003,538 | 3,990 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,431,280 | 3,663 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,428,369 | 3,567 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,095,746 | 2,945 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $956,655 | 2,728 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $682,152 | 2,188 | Shares | Other | 2020-10-30 | |
| 2020-06-30 | $425,022 | 1,441 | Shares | Other | 2020-08-13 | |
| 2020-03-31 | $233,669 | 937 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||