CONSULTIVA WEALTH MANAGEMENT, CORP.
Position in UNH — Unitedhealth Group Inc
CIK 1845849
SAN JUAN, PR
Position in UNH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$100,166
+$34,954 QoQ
Shares Held
241
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#3,142
of 3,349 holders
Holding Since
Dec 2024
7 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, 2026CONSULTIVA WEALTH MANAGEMENT, CORP. holds $147,942 across 3 Healthcare Plans names. UNH ranks #1 (67.7% 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 | $100,166 | 241 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $65,212 | 241 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $79,556 | 241 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $83,217 | 241 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $75,184 | 241 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $100,036 | 191 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $96,619 | 191 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||