Position in UNH
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,831,681
+$733,898 QoQ
Shares Held
4,407
+8.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.83%
of 13F equity value
Holder Rank
#1,453
of 3,349 holders
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 15%
Shared 0%
None 85%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Heartwood Wealth Advisors LLC holds $2,080,348 across 2 Healthcare Plans names. UNH ranks #1 (88.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
4,407 | $1,831,681 | |
| 2 | ELV |
Elevance Health, Inc.
|
643 | $248,667 |
All Filings in UNH
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,831,681 | 4,407 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,097,783 | 4,057 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $222,494 | 674 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $170,232 | 493 | Shares | Sole | 2025-10-06 | |
| 2025-03-31 | $267,636 | 511 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $289,351 | 572 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $348,469 | 596 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $317,778 | 624 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $330,954 | 669 | Shares | Sole | 2024-04-02 | |
| 2023-12-31 | $352,208 | 669 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $336,798 | 668 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $328,277 | 683 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $323,724 | 685 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $317,047 | 598 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $214,136 | 424 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $217,779 | 424 | Shares | Sole | 2022-07-25 | |
| No filing history on record for this holder in this stock. | ||||||