Position in UNH
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$321,697
-$4,363 QoQ
Shares Held
774
-35.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#2,652
of 3,353 holders
Holding Since
Dec 2022
15 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, 2026waypoint wealth counsel holds $1,172,061 across 3 Healthcare Plans names. UNH ranks #2 (27.4% of the industry book) .
All Filings in UNH
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $321,697 | 774 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $326,060 | 1,205 | Shares | Other | 2026-04-23 | |
| 2025-12-31 | $596,507 | 1,807 | Shares | Other | 2026-01-28 | |
| 2025-09-30 | $603,584 | 1,748 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $336,614 | 1,079 | Shares | Other | 2025-07-25 | |
| 2025-03-31 | $566,697 | 1,082 | Shares | Other | 2025-04-23 | |
| 2024-12-31 | $450,720 | 891 | Shares | Other | 2025-01-22 | |
| 2024-09-30 | $515,686 | 882 | Shares | Other | 2024-10-04 | |
| 2024-06-30 | $378,379 | 743 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $375,971 | 760 | Shares | Other | 2024-04-12 | |
| 2023-12-31 | $385,375 | 732 | Shares | Other | 2024-04-03 | |
| 2023-09-30 | $357,469 | 709 | Shares | Sole | 2024-04-03 | |
| 2023-06-30 | $316,260 | 658 | Shares | Sole | 2024-04-02 | |
| 2023-03-31 | $330,339 | 699 | Shares | Other | 2024-04-04 | |
| 2022-12-31 | $356,811 | 673 | Shares | Other | 2024-03-22 | |
| No filing history on record for this holder in this stock. | ||||||