Position in UNH
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$673,320
+$312,083 QoQ
Shares Held
1,620
+21.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#2,106
of 3,349 holders
Holding Since
Mar 2020
25 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, 2026Regent Peak Wealth Advisors LLC holds $926,358 across 2 Healthcare Plans names. UNH ranks #1 (72.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
1,620 | $673,320 | |
| 2 | CVS |
CVS HEALTH Corp
|
2,446 | $253,038 |
All Filings in UNH
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $673,320 | 1,620 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $361,237 | 1,335 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $506,718 | 1,535 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $532,452 | 1,542 | Shares | Sole | 2025-10-16 | |
| 2025-03-31 | $1,062,165 | 2,028 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,147,290 | 2,268 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $3,421,547 | 5,852 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $3,284,727 | 6,450 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,224,949 | 6,519 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $3,271,484 | 6,214 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $1,415,261 | 2,807 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $904,564 | 1,882 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $920,132 | 1,947 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $1,182,831 | 2,231 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,203,510 | 2,383 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,584,586 | 5,032 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,659,493 | 5,215 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $2,467,515 | 4,914 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $608,772 | 1,558 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $611,471 | 1,527 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $586,010 | 1,575 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $2,455,461 | 7,002 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,451,912 | 4,657 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $292,000 | 990 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $404,993 | 1,624 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||