Position in UNH
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,620,125
+$206,563 QoQ
Shares Held
3,898
-25.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.87%
of 13F equity value
Holder Rank
#1,524
of 3,349 holders
Holding Since
Dec 2020
23 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, 2026High Note Wealth, LLC holds $2,680,451 across 7 Healthcare Plans names. UNH ranks #1 (60.4% of the industry book) .
All Filings in UNH
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,620,125 | 3,898 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,413,562 | 5,224 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,593,771 | 4,828 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,913,997 | 5,543 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,689,317 | 5,415 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $7,772,973 | 14,841 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $11,405,119 | 22,546 | Shares | Sole | 2025-04-01 | |
| 2024-09-30 | $13,548,789 | 23,173 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $11,755,757 | 23,084 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $10,918,523 | 22,071 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $11,053,764 | 20,996 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $10,272,871 | 20,375 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $9,709,889 | 20,202 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $6,994,332 | 14,800 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $7,846,133 | 14,799 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $7,493,783 | 14,838 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $7,654,627 | 14,903 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $6,419,502 | 12,588 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $6,320,938 | 12,588 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $5,180,040 | 13,257 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $5,278,199 | 13,181 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $5,082,476 | 13,660 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $4,525,525 | 12,905 | Shares | Sole | 2021-02-01 | |
| No filing history on record for this holder in this stock. | ||||||