Position in UNH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$647,967
+$182,823 QoQ
Shares Held
1,559
-9.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#2,133
of 3,349 holders
Holding Since
Dec 2020
21 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, 2026Olde Wealth Management, LLC holds $925,576 across 2 Healthcare Plans names. UNH ranks #1 (70.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
1,559 | $647,967 | |
| 2 | CI |
Cigna Group
|
1,007 | $277,609 |
All Filings in UNH
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $647,967 | 1,559 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $465,144 | 1,719 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $644,044 | 1,951 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $700,959 | 2,030 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $1,253,857 | 2,394 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,340,023 | 2,649 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,812,508 | 3,100 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,538,474 | 3,021 | Shares | Sole | 2024-08-09 | |
| 2023-12-31 | $1,614,157 | 3,066 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,545,846 | 3,066 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $1,464,029 | 3,046 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,439,509 | 3,046 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,614,928 | 3,046 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,563,603 | 3,096 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,614,339 | 3,143 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,567,647 | 3,074 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,543,578 | 3,074 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $1,241,380 | 3,177 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,272,197 | 3,177 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $1,170,904 | 3,147 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,078,341 | 3,075 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||