Position in UNH
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$593,935
+$10,814 QoQ
Shares Held
1,429
-33.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#2,193
of 3,349 holders
Holding Since
Dec 2025
3 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, 2026SHP Wealth Management holds $1,019,975 across 8 Healthcare Plans names. UNH ranks #1 (58.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
1,429 | $593,935 | |
| 2 | CVS |
CVS HEALTH Corp
|
2,157 | $223,141 | |
| 3 | CI |
Cigna Group
|
557 | $153,553 | |
| 4 | HUM |
Humana Inc
|
59 | $23,435 | |
| 5 | CNC |
Centene Corp
|
174 | $11,169 | |
| 6 | ELV |
Elevance Health, Inc.
|
28 | $10,828 | |
| 7 | MOH |
Molina Healthcare, Inc.
|
14 | $3,201 | |
| 8 | OSCR |
Oscar Health, Inc.
|
25 | $713 |
All Filings in UNH
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $593,935 | 1,429 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $583,121 | 2,155 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $713,367 | 2,161 | Shares | Sole | 2026-03-04 | |
| No filing history on record for this holder in this stock. | ||||||