Position in UNH
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$858,691
+$368,382 QoQ
Shares Held
2,066
+14.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,927
of 3,349 holders
Holding Since
Mar 2022
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, 2026Waterfront Wealth Inc. holds $4,194,694 across 2 Healthcare Plans names. UNH ranks #2 (20.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CI |
Cigna Group
|
12,101 | $3,336,003 | |
| 2 | UNH |
Unitedhealth Group Inc
This page
|
2,066 | $858,691 |
All Filings in UNH
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $858,691 | 2,066 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $490,309 | 1,812 | Shares | Sole | 2026-04-30 | |
| 2025-06-30 | $817,673 | 2,621 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,408,363 | 2,689 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,108,845 | 2,192 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,238,936 | 2,119 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,041,945 | 2,046 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,005,725 | 2,033 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,027,669 | 1,952 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $958,465 | 1,901 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $897,354 | 1,867 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $758,034 | 1,604 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $810,645 | 1,529 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $787,357 | 1,559 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $654,364 | 1,274 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $394,716 | 774 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||