Position in UNH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$755,199
+$261,373 QoQ
Shares Held
1,817
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.02%
of 13F equity value
Holder Rank
#2,028
of 3,353 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, 2026Element Wealth, LLC holds $1,230,241 across 2 Healthcare Plans names. UNH ranks #1 (61.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
1,817 | $755,199 | |
| 2 | CVS |
CVS HEALTH Corp
|
4,592 | $475,042 |
All Filings in UNH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $755,199 | 1,817 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $493,826 | 1,825 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $573,401 | 1,737 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $591,844 | 1,714 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $420,847 | 1,349 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $388,622 | 742 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $375,348 | 742 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $431,493 | 738 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $376,343 | 739 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $391,802 | 792 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $401,696 | 763 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $400,326 | 794 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $381,147 | 793 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $356,332 | 754 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $399,225 | 753 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $380,295 | 753 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $386,249 | 752 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $377,887 | 741 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $421,295 | 839 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $322,751 | 826 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $332,365 | 830 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $301,748 | 811 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $284,401 | 811 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $253,157 | 812 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $242,448 | 822 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $216,960 | 870 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||