Position in UNH
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$459,686
+$133,896 QoQ
Shares Held
1,106
-8.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#2,377
of 3,349 holders
Holding Since
Sep 2023
12 quarters on record
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026N.E.W. Advisory Services LLC holds $471,525 across 4 Healthcare Plans names. UNH ranks #1 (97.5% of the industry book) .
All Filings in UNH
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $459,686 | 1,106 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $325,790 | 1,204 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $682,997 | 2,069 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $791,772 | 2,293 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $436,134 | 1,398 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $272,350 | 520 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $239,777 | 474 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $292,924 | 501 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $255,139 | 501 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $241,413 | 488 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $256,390 | 487 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $245,540 | 487 | Shares | Sole | 2023-11-06 | |
| No filing history on record for this holder in this stock. | ||||||