Position in UNH
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$106,401
+$50,931 QoQ
Shares Held
256
+24.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#3,136
of 3,349 holders
Holding Since
Dec 2020
21 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, 2026GoalVest Advisory LLC holds $217,349 across 4 Healthcare Plans names. UNH ranks #1 (49.0% of the industry book) .
All Filings in UNH
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $106,401 | 256 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $55,470 | 205 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $114,218 | 346 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $70,786 | 205 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $92,031 | 295 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,711,615 | 3,268 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $1,637,974 | 3,238 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,899,040 | 3,248 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,590,928 | 3,124 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,536,538 | 3,106 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,517,813 | 2,883 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $1,501,982 | 2,979 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,353,001 | 2,815 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,195,180 | 2,529 | Shares | Sole | 2023-04-03 | |
| 2022-12-31 | $1,269,781 | 2,395 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $1,050,988 | 2,081 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $1,706,792 | 3,323 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $1,683,410 | 3,301 | Shares | Sole | 2022-05-03 | |
| 2021-06-30 | $1,303,432 | 3,255 | Shares | Sole | 2021-09-01 | |
| 2021-03-31 | $1,147,091 | 3,083 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $964,019 | 2,749 | Shares | Sole | 2021-01-28 | |
| No filing history on record for this holder in this stock. | ||||||