Position in UNH
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$360,766
+$113,447 QoQ
Shares Held
868
-5.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#2,566
of 3,353 holders
Holding Since
Jun 2024
9 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, 2026Financial & Tax Architects, LLC holds $631,908 across 2 Healthcare Plans names. UNH ranks #1 (57.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
868 | $360,766 | |
| 2 | CVS |
CVS HEALTH Corp
|
2,621 | $271,142 |
All Filings in UNH
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $360,766 | 868 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $247,319 | 914 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $286,535 | 868 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $299,720 | 868 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $275,469 | 883 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $455,138 | 869 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $440,604 | 871 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $507,502 | 868 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $442,037 | 868 | Shares | Sole | 2024-08-09 | |
| No filing history on record for this holder in this stock. | ||||||