Position in UNH
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$205,321
-$11,595 QoQ
Shares Held
494
+33.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#3,039
of 3,349 holders
Holding Since
Sep 2024
2 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, 2026Crestmont Private Wealth LLC holds $440,980 across 2 Healthcare Plans names. UNH ranks #2 (46.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
|
2,278 | $235,659 | |
| 2 | UNH |
Unitedhealth Group Inc
This page
|
494 | $205,321 |
All Filings in UNH
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $205,321 | 494 | Shares | Sole | 2026-08-07 | |
| 2024-09-30 | $216,916 | 371 | Shares | Sole | 2024-10-10 | |
| No filing history on record for this holder in this stock. | ||||||