Position in UNH
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$8,266,464
+$7,588,096 QoQ
Shares Held
19,889
+693.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
#800
of 3,349 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Parcion Private Wealth LLC holds $11,835,017 across 6 Healthcare Plans names. UNH ranks #1 (69.8% 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 | $8,266,464 | 19,889 | Shares | Other | 2026-07-27 | |
| 2026-03-31 | $678,368 | 2,507 | Shares | Other | 2026-04-22 | |
| 2025-12-31 | $786,321 | 2,382 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $846,674 | 2,452 | Shares | Other | 2025-10-14 | |
| 2025-06-30 | $406,496 | 1,303 | Shares | Other | 2025-07-30 | |
| 2025-03-31 | $627,975 | 1,199 | Shares | Other | 2025-05-02 | |
| 2024-12-31 | $587,809 | 1,162 | Shares | Other | 2025-02-03 | |
| 2024-09-30 | $679,397 | 1,162 | Shares | Other | 2024-10-23 | |
| 2024-06-30 | $763,889 | 1,500 | Shares | Other | 2024-08-06 | |
| 2024-03-31 | $605,017 | 1,223 | Shares | Other | 2024-04-24 | |
| 2023-12-31 | $681,778 | 1,295 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $532,424 | 1,056 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $310,493 | 646 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $305,292 | 646 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $331,891 | 626 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $316,154 | 626 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $326,154 | 635 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $359,018 | 704 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $407,234 | 811 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $340,725 | 872 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $301,531 | 753 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $283,889 | 763 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $269,672 | 769 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $448,637 | 1,439 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $442,130 | 1,499 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $315,715 | 1,266 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||