Position in UNH
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$18,595,701
+$10,586,779 QoQ
Shares Held
44,741
+51.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#562
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, 2026Integrated Wealth Concepts LLC holds $45,811,983 across 11 Healthcare Plans names. UNH ranks #1 (40.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
44,741 | $18,595,701 | |
| 2 | CI |
Cigna Group
|
41,772 | $11,515,704 | |
| 3 | CNC |
Centene Corp
|
71,959 | $4,619,048 | |
| 4 | MOH |
Molina Healthcare, Inc.
|
18,890 | $4,320,143 | |
| 5 | CVS |
CVS HEALTH Corp
|
38,040 | $3,935,238 | |
| 6 | ELV |
Elevance Health, Inc.
|
4,457 | $1,723,655 | |
| 7 | HUM |
Humana Inc
|
1,148 | $456,008 | |
| 8 | ALHC |
Alignment Healthcare, Inc.
|
9,802 | $233,385 |
All Filings in UNH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,595,701 | 44,741 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $8,008,922 | 29,598 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $5,329,956 | 16,146 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $8,765,095 | 25,384 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $7,398,680 | 23,716 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $13,818,096 | 26,383 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $13,529,225 | 26,745 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $13,931,755 | 23,828 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $12,029,230 | 23,621 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $10,882,410 | 21,998 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $10,027,147 | 19,046 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $7,727,720 | 15,327 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $7,210,080 | 15,001 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $5,213,612 | 11,032 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $6,838,261 | 12,898 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $6,399,361 | 12,671 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $6,558,027 | 12,768 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $6,397,573 | 12,545 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $6,936,059 | 13,813 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $5,208,954 | 13,331 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $5,104,408 | 12,747 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $4,606,970 | 12,382 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $3,909,380 | 11,148 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $3,128,611 | 10,035 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $2,202,096 | 7,466 | Shares | Other | 2020-07-30 | |
| 2020-03-31 | $1,604,012 | 6,432 | Shares | Other | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||