Position in UNH
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$7,058,644
+$2,367,696 QoQ
Shares Held
16,983
-2.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.36%
of 13F equity value
Holder Rank
#851
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, 2026Tradition Wealth Management, LLC holds $7,555,662 across 2 Healthcare Plans names. UNH ranks #1 (93.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
16,983 | $7,058,644 | |
| 2 | OSCR |
Oscar Health, Inc.
|
17,427 | $497,018 |
All Filings in UNH
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,058,644 | 16,983 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $4,690,948 | 17,336 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,939,669 | 17,993 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $6,652,549 | 19,266 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $5,460,098 | 17,502 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $8,502,557 | 16,234 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $8,199,990 | 16,210 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $9,586,413 | 16,396 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $8,545,382 | 16,780 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $8,224,882 | 16,626 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $8,459,319 | 16,068 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $8,390,225 | 16,641 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $7,816,648 | 16,263 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $7,206,524 | 15,249 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $6,606,042 | 12,460 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $6,802,888 | 13,470 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,602,713 | 12,855 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $6,425,622 | 12,600 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $6,237,583 | 12,422 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,822,903 | 12,343 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $4,754,824 | 11,874 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $4,007,565 | 10,771 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $3,508,904 | 10,006 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||