Position in UNH
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$557,775
+$175,432 QoQ
Shares Held
1,342
-5.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#2,237
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, 2026BCS Wealth Management holds $909,298 across 2 Healthcare Plans names. UNH ranks #1 (61.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
1,342 | $557,775 | |
| 2 | CVS |
CVS HEALTH Corp
|
3,398 | $351,523 |
All Filings in UNH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $557,775 | 1,342 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $382,343 | 1,413 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $961,280 | 2,912 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $582,175 | 1,686 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $583,695 | 1,871 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $850,046 | 1,623 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $575,668 | 1,138 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $658,934 | 1,127 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $518,935 | 1,019 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $504,099 | 1,019 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $552,793 | 1,050 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $533,433 | 1,058 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $508,517 | 1,058 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $317,580 | 672 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $582,137 | 1,098 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $559,584 | 1,108 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $664,123 | 1,293 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $580,345 | 1,138 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $660,816 | 1,316 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $454,039 | 1,162 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $457,302 | 1,142 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $421,183 | 1,132 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $412,750 | 1,177 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $350,117 | 1,123 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $334,473 | 1,134 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $282,796 | 1,134 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||