Position in UNH
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,195,767
+$621,846 QoQ
Shares Held
2,877
+35.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#1,696
of 3,349 holders
Holding Since
Dec 2022
15 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, 2026Facet Wealth, Inc. holds $2,499,589 across 4 Healthcare Plans names. UNH ranks #1 (47.8% of the industry book) .
All Filings in UNH
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,195,767 | 2,877 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $573,921 | 2,121 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $632,160 | 1,915 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $391,915 | 1,135 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $350,342 | 1,123 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $499,133 | 953 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $782,565 | 1,547 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $608,067 | 1,040 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $448,148 | 880 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $346,290 | 700 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $431,178 | 819 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $338,815 | 672 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $303,283 | 631 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $221,172 | 468 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $253,956 | 479 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||