Position in UNH
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$4,787,641
+$1,649,880 QoQ
Shares Held
11,519
-0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.47%
of 13F equity value
Holder Rank
#997
of 3,349 holders
Holding Since
Mar 2020
26 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, 2026HBW ADVISORY SERVICES LLC holds $5,882,837 across 3 Healthcare Plans names. UNH ranks #1 (81.4% of the industry book) .
All Filings in UNH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,787,641 | 11,519 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $3,137,761 | 11,596 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $3,840,169 | 11,633 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $4,505,819 | 13,049 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $3,779,516 | 12,115 | Shares | Sole | 2025-07-02 | |
| 2025-03-31 | $4,556,625 | 8,700 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $4,325,608 | 8,551 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $5,229,962 | 8,945 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $4,802,831 | 9,431 | Shares | Sole | 2024-07-05 | |
| 2024-03-31 | $4,410,250 | 8,915 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $4,693,480 | 8,915 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $4,591,658 | 9,107 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $3,056 | 9,847 | Shares | Sole | 2023-07-06 | |
| 2023-03-31 | $4,537,336 | 9,601 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $5,165,543 | 9,743 | Shares | Sole | 2023-01-05 | |
| 2022-09-30 | $5,220,598 | 10,337 | Shares | Sole | 2022-10-05 | |
| 2022-06-30 | $5,331,479 | 10,380 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $2,613,086 | 5,124 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $5,812,772 | 11,576 | Shares | Sole | 2022-01-11 | |
| 2021-09-30 | $4,416,143 | 11,302 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $4,824,901 | 12,049 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $4,305,221 | 11,571 | Shares | Sole | 2021-04-13 | |
| 2020-12-31 | $3,763,497 | 10,732 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $3,190,654 | 10,234 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $2,467,846 | 8,367 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $2,075,589 | 8,323 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||