Position in UNH
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$725,689
+$398,005 QoQ
Shares Held
1,746
+44.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#2,053
of 3,349 holders
Holding Since
Sep 2024
6 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, 2026RIVERSEDGE ADVISORS, LLC holds $2,348,384 across 5 Healthcare Plans names. UNH ranks #2 (30.9% of the industry book) .
All Filings in UNH
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $725,689 | 1,746 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $327,684 | 1,211 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $409,996 | 1,242 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $391,915 | 1,135 | Shares | Sole | 2025-10-09 | |
| 2025-03-31 | $292,252 | 558 | Shares | Sole | 2025-05-01 | |
| 2024-09-30 | $226,271 | 387 | Shares | Sole | 2024-10-16 | |
| No filing history on record for this holder in this stock. | ||||||