Strategic Family Wealth Counselors, L.L.C.
Position in UNH — Unitedhealth Group Inc
CIK 1729755
FAIRFIELD, NJ
Position in UNH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$781,384
+$232,899 QoQ
Shares Held
1,880
-7.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#2,006
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, 2026Strategic Family Wealth Counselors, L.L.C. holds $845,642 across 2 Healthcare Plans names. UNH ranks #1 (92.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
1,880 | $781,384 | |
| 2 | CLOV |
Clover Health Investments, Corp. /De
|
12,263 | $64,258 |
All Filings in UNH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $781,384 | 1,880 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $548,485 | 2,027 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,016,078 | 3,078 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $691,981 | 2,004 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $614,268 | 1,969 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $714,395 | 1,364 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $677,346 | 1,339 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $667,119 | 1,141 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $565,278 | 1,110 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $549,117 | 1,110 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $579,117 | 1,100 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $555,113 | 1,101 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $529,184 | 1,101 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $520,321 | 1,101 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $583,728 | 1,101 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $556,049 | 1,101 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $574,751 | 1,119 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $546,177 | 1,071 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $508,667 | 1,013 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $395,819 | 1,013 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $404,444 | 1,010 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $375,046 | 1,008 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $352,433 | 1,005 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $300,858 | 965 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $282,562 | 958 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $238,906 | 958 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||