Position in UNH
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,427,689
+$504,166 QoQ
Shares Held
3,435
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.19%
of 13F equity value
Holder Rank
#1,601
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, 2026DEFINED WEALTH MANAGEMENT, LLC holds $1,802,178 across 2 Healthcare Plans names. UNH ranks #1 (79.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
3,435 | $1,427,689 | |
| 2 | CVS |
CVS HEALTH Corp
|
3,620 | $374,489 |
All Filings in UNH
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,427,689 | 3,435 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $923,523 | 3,413 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,116,762 | 3,383 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,165,732 | 3,376 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $1,051,026 | 3,369 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,729,422 | 3,302 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,678,949 | 3,319 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,947,569 | 3,331 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,696,854 | 3,332 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,640,919 | 3,317 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,798,421 | 3,416 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $1,717,271 | 3,406 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,623,601 | 3,378 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $1,594,518 | 3,374 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $1,788,827 | 3,374 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $1,704,004 | 3,374 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $1,732,987 | 3,374 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $1,720,638 | 3,374 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,694,220 | 3,374 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $1,318,356 | 3,374 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $1,306,235 | 3,262 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $1,213,692 | 3,262 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $1,143,918 | 3,262 | Shares | Sole | 2021-03-09 | |
| No filing history on record for this holder in this stock. | ||||||