Position in UNH
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$86,866
-$188,626 QoQ
Shares Held
209
-60.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#3,162
of 3,349 holders
Holding Since
Dec 2021
15 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, 2026LifeSteps Financial, Inc. holds $107,556 across 2 Healthcare Plans names. UNH ranks #1 (80.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
209 | $86,866 | |
| 2 | CVS |
CVS HEALTH Corp
|
200 | $20,690 |
All Filings in UNH
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $86,866 | 209 | Shares | Sole | 2026-07-17 | |
| 2025-03-31 | $275,492 | 526 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $266,082 | 526 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $307,541 | 526 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $267,870 | 526 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $260,212 | 526 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $276,923 | 526 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $265,203 | 526 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $252,816 | 526 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $248,582 | 526 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $243,352 | 459 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $231,813 | 459 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $235,756 | 459 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $234,076 | 459 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $230,482 | 459 | Shares | Sole | 2022-01-26 | |
| No filing history on record for this holder in this stock. | ||||||