Spartan Planning & Wealth Management
Position in UNH — Unitedhealth Group Inc
CIK 1749283
GREENSBORO, NC
Position in UNH
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$696,595
+$412,068 QoQ
Shares Held
1,676
+103.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.19%
of 13F equity value
Holder Rank
#2,082
of 3,349 holders
Holding Since
Mar 2022
8 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, 2026Spartan Planning & Wealth Management holds $939,081 across 2 Healthcare Plans names. UNH ranks #1 (74.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
1,676 | $696,595 | |
| 2 | CVS |
CVS HEALTH Corp
|
2,344 | $242,486 |
All Filings in UNH
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $696,595 | 1,676 | Shares | Sole | 2026-07-22 | |
| 2025-09-30 | $284,527 | 824 | Shares | Sole | 2025-10-14 | |
| 2023-12-31 | $673,881 | 1,280 | Shares | Sole | 2024-03-12 | |
| 2023-09-30 | $75,124 | 149 | Shares | Sole | 2023-11-17 | |
| 2022-12-31 | $371,126 | 700 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $399,486 | 791 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $394,981 | 769 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $195,828 | 384 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||