Position in UNH
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$248,546
+$46,189 QoQ
Shares Held
598
-2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#2,867
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)
Derivatives in UNH
reported options exposure · as of Dec 31, 2020CallValue
$9,000
CallShares
1,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026TriaGen Wealth Management LLC holds $3,579,680 across 4 Healthcare Plans names. UNH ranks #4 (6.9% of the industry book) .
All Filings in UNH
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $248,546 | 598 | Shares | Sole | 2026-07-21 | |
| 2025-12-31 | $202,357 | 613 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $327,344 | 948 | Shares | Sole | 2025-10-22 | |
| 2025-03-31 | $216,832 | 414 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $216,508 | 428 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $250,243 | 428 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $217,963 | 428 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $211,731 | 428 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $225,329 | 428 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $266,212 | 528 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $638,770 | 1,329 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $655,954 | 1,388 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $759,747 | 1,433 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $699,985 | 1,386 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $269,142 | 524 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $2,410,628 | 4,727 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $2,599,578 | 5,177 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $2,022,860 | 5,177 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,073,077 | 5,177 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,932,903 | 5,195 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $9,000 | 1,000 | Call | Sole | 2021-02-02 | |
| 2020-12-31 | $1,858,604 | 5,300 | Shares | Sole | 2021-02-02 | |
| No filing history on record for this holder in this stock. | ||||||