Position in UNH
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$59,019
+$18,972 QoQ
Shares Held
142
-4.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#3,197
of 3,349 holders
Holding Since
Dec 2023
10 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, 2026Dynamic Wealth Strategies, LLC holds $82,217 across 3 Healthcare Plans names. UNH ranks #1 (71.8% of the industry book) .
All Filings in UNH
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $59,019 | 142 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $40,047 | 148 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $49,186 | 149 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $104,280 | 302 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $78,928 | 253 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $92,180 | 176 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $97,641 | 167 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $87,083 | 171 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $83,109 | 168 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $81,076 | 154 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||