Position in UNH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$8,013,345
+$2,833,171 QoQ
Shares Held
19,280
+0.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#810
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, 2026CreativeOne Wealth, LLC holds $10,316,432 across 4 Healthcare Plans names. UNH ranks #1 (77.7% 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 | $8,013,345 | 19,280 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $5,180,174 | 19,144 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $5,156,977 | 15,622 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $5,231,985 | 15,152 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $3,974,809 | 12,741 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $6,534,304 | 12,476 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $6,701,632 | 13,248 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $6,959,445 | 11,903 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $5,291,720 | 10,391 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $7,238,944 | 14,633 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $6,172,860 | 11,725 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $5,731,127 | 11,367 | Shares | Other | 2023-10-17 | |
| 2023-06-30 | $5,525,917 | 11,497 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $6,185,257 | 13,088 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $7,438,425 | 14,030 | Shares | Other | 2023-02-15 | |
| 2022-09-30 | $7,414,996 | 14,682 | Shares | Other | 2022-11-15 | |
| 2022-06-30 | $7,570,905 | 14,740 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $6,702,025 | 13,142 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $5,409,051 | 10,772 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $3,900,756 | 9,983 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $3,704,870 | 9,252 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $2,965,397 | 7,970 | Shares | Other | 2021-05-17 | |
| 2020-12-31 | $2,579,952 | 7,357 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,562,590 | 5,012 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $1,195,726 | 4,054 | Shares | Other | 2020-08-13 | |
| 2020-03-31 | $854,125 | 3,425 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||