Position in UNH
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$330,425
+$17,082 QoQ
Shares Held
795
-31.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#2,625
of 3,349 holders
Holding Since
Jun 2020
25 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, 2026Holistic Financial Partners holds $587,187 across 2 Healthcare Plans names. UNH ranks #1 (56.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
795 | $330,425 | |
| 2 | CVS |
CVS HEALTH Corp
|
2,482 | $256,762 |
All Filings in UNH
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $330,425 | 795 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $313,343 | 1,158 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $466,775 | 1,414 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $581,830 | 1,685 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $419,599 | 1,345 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $559,365 | 1,068 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $523,565 | 1,035 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $518,026 | 886 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $521,482 | 1,024 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $618,375 | 1,250 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $675,461 | 1,283 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $609,061 | 1,208 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $594,551 | 1,237 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $619,092 | 1,310 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $624,552 | 1,178 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $523,221 | 1,036 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $520,820 | 1,014 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $546,177 | 1,071 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $497,620 | 991 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $392,693 | 1,005 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $404,844 | 1,011 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $367,977 | 989 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $381,189 | 1,087 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $337,646 | 1,083 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $252,182 | 855 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||