Position in UNH
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$1,399,841
+$618,648 QoQ
Shares Held
3,368
+16.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#1,611
of 3,349 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 33%
Shared 0%
None 67%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Bison Wealth, LLC holds $2,643,763 across 4 Healthcare Plans names. UNH ranks #1 (52.9% of the industry book) .
All Filings in UNH
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,399,841 | 3,368 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $781,193 | 2,887 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $940,483 | 2,849 | Shares | Sole | 2026-03-24 | |
| 2025-09-30 | $1,566,626 | 4,537 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,452,532 | 4,656 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,726,280 | 3,296 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $282,269 | 558 | Shares | Sole | 2025-02-25 | |
| No filing history on record for this holder in this stock. | ||||||