Position in UNH
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$656,695
+$12,421 QoQ
Shares Held
1,580
-33.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#2,123
of 3,349 holders
Holding Since
Sep 2022
13 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, 2026Tempus Wealth Planning, LLC holds $901,561 across 2 Healthcare Plans names. UNH ranks #1 (72.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
1,580 | $656,695 | |
| 2 | CVS |
CVS HEALTH Corp
|
2,367 | $244,866 |
All Filings in UNH
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $656,695 | 1,580 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $644,274 | 2,381 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $777,078 | 2,354 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $359,112 | 1,040 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,013,590 | 3,249 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $572,458 | 1,093 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $507,377 | 1,003 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $503,994 | 862 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $399,259 | 784 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $322,544 | 652 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $232,173 | 441 | Shares | Sole | 2024-01-24 | |
| 2022-12-31 | $249,714 | 471 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $279,287 | 553 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||