Position in UNH
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$272,237
-$222,942 QoQ
Shares Held
655
-64.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,780
of 3,349 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 19%
Shared 0%
None 81%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026180 WEALTH ADVISORS, LLC holds $1,338,956 across 4 Healthcare Plans names. UNH ranks #2 (20.3% 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 | $272,237 | 655 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $495,179 | 1,830 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $420,890 | 1,275 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $416,777 | 1,207 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $281,708 | 903 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $370,291 | 707 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $385,465 | 762 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,244,783 | 2,129 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,104,584 | 2,169 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $959,223 | 1,939 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $724,422 | 1,376 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $2,596,578 | 5,150 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $2,383,974 | 4,960 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $2,367,675 | 5,010 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $3,267,499 | 6,163 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $3,211,549 | 6,359 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $3,002,680 | 5,846 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $3,121,016 | 6,120 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $2,782,357 | 5,541 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $2,144,381 | 5,488 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $2,147,159 | 5,362 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,032,618 | 5,463 | Shares | Sole | 2021-05-25 | |
| 2020-12-31 | $1,953,988 | 5,572 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $1,720,035 | 5,517 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $1,611,901 | 5,465 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $1,368,098 | 5,486 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||