Position in UNH
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$220,699
New position
Shares Held
531
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#2,965
of 3,349 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Inlight Wealth Management, LLC holds $3,515,995 across 2 Healthcare Plans names. UNH ranks #2 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
|
31,854 | $3,295,296 | |
| 2 | UNH |
Unitedhealth Group Inc
This page
|
531 | $220,699 |
All Filings in UNH
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $220,699 | 531 | Shares | Sole | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||