Position in UNH
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$3,453,054
+$1,535,113 QoQ
Shares Held
8,308
+17.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
#1,137
of 3,349 holders
Holding Since
Dec 2020
23 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, 2026Concord Wealth Partners holds $8,409,639 across 4 Healthcare Plans names. UNH ranks #2 (41.1% 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 | $3,453,054 | 8,308 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,917,941 | 7,088 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,767,739 | 5,355 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,759,303 | 5,095 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,602,589 | 5,137 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,854,437 | 5,450 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,825,313 | 7,562 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $4,127,840 | 7,060 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $3,352,967 | 6,584 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,938,518 | 5,940 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,521,791 | 4,790 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $1,719,792 | 3,411 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $1,367,420 | 2,845 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $742,438 | 1,571 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $416,721 | 786 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $868,163 | 1,719 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $959,460 | 1,868 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $805,242 | 1,579 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $768,776 | 1,531 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $222,721 | 570 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $510,160 | 1,274 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $400,719 | 1,077 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $69,083 | 197 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||