Position in UNH
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$4,490,050
+$2,069,082 QoQ
Shares Held
10,803
+20.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#1,026
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, 2026Aaron Wealth Advisors LLC holds $10,660,274 across 6 Healthcare Plans names. UNH ranks #1 (42.1% 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 | $4,490,050 | 10,803 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $2,420,968 | 8,947 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $3,395,511 | 10,286 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $3,421,232 | 9,908 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $971,474 | 3,114 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $2,500,906 | 4,775 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $2,260,182 | 4,468 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,426,422 | 4,150 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,776,808 | 3,489 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $1,847,209 | 3,734 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,427,786 | 2,712 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,204,005 | 2,388 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $1,215,538 | 2,529 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $1,135,161 | 2,402 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,117,089 | 2,107 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $1,088,866 | 2,156 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $924,020 | 1,799 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,580,000 | 805,752 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $900,839 | 1,794 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $606,428 | 1,552 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $618,679 | 1,545 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $548,431 | 1,474 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $525,669 | 1,499 | Shares | Sole | 2021-02-04 | |
| No filing history on record for this holder in this stock. | ||||||