Position in UNH
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$274,315
-$20,628 QoQ
Shares Held
660
-39.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#2,776
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, 2026Destiny Wealth Partners, LLC holds $274,315 across 1 Healthcare Plans name. UNH ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
660 | $274,315 |
All Filings in UNH
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $274,315 | 660 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $294,943 | 1,090 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $230,746 | 699 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $241,710 | 700 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $308,538 | 989 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $222,593 | 425 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $229,154 | 453 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $263,690 | 451 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $238,333 | 468 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $355,194 | 718 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $380,111 | 722 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $327,723 | 650 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $312,416 | 650 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $313,799 | 664 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $329,241 | 621 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $316,660 | 627 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $332,318 | 647 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $300,372 | 589 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $295,760 | 589 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $230,145 | 589 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $288,717 | 721 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $226,218 | 608 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $208,303 | 594 | Shares | Sole | 2021-02-05 | |
| No filing history on record for this holder in this stock. | ||||||