Position in UNH
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,397,353
+$1,499,265 QoQ
Shares Held
5,768
+73.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#1,317
of 3,349 holders
Holding Since
Mar 2021
16 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, 2026Abundance Wealth Counselors holds $3,533,718 across 3 Healthcare Plans names. UNH ranks #1 (67.8% of the industry book) .
All Filings in UNH
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,397,353 | 5,768 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $898,088 | 3,319 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $878,092 | 2,660 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $980,652 | 2,840 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $802,386 | 2,572 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $1,277,950 | 2,440 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,067,364 | 2,110 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,175,206 | 2,010 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,023,612 | 2,010 | Shares | Sole | 2024-07-17 | |
| 2023-06-30 | $423,443 | 881 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $391,777 | 829 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $447,471 | 844 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $421,708 | 835 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $425,799 | 829 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $422,765 | 829 | Shares | Sole | 2022-04-28 | |
| 2021-03-31 | $74,414 | 200 | Shares | Sole | 2021-05-06 | |
| No filing history on record for this holder in this stock. | ||||||