Position in UNH
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$634,667
+$253,136 QoQ
Shares Held
1,527
+8.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,147
of 3,349 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Sound Income Strategies, LLC holds $1,281,608 across 3 Healthcare Plans names. UNH ranks #1 (49.5% 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 | $634,667 | 1,527 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $381,531 | 1,410 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $462,814 | 1,402 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $465,809 | 1,349 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $630,491 | 2,021 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,256,476 | 2,399 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,046,624 | 2,069 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,134,279 | 1,940 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $973,195 | 1,911 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $935,477 | 1,891 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $759,696 | 1,443 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $621,666 | 1,233 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $549,371 | 1,143 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $443,289 | 938 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $491,476 | 927 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $348,477 | 690 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $261,951 | 510 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $260,084 | 510 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $299,777 | 597 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $233,271 | 597 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $134,147 | 335 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $125,759 | 338 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $67,681 | 193 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $60,171 | 193 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $55,155 | 187 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $44,389 | 178 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||