Position in UNH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,948,889
+$529,104 QoQ
Shares Held
4,689
-10.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.24%
of 13F equity value
Holder Rank
#1,415
of 3,349 holders
Holding Since
Dec 2023
11 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, 2026Whalen Wealth Management Inc. holds $2,581,696 across 3 Healthcare Plans names. UNH ranks #1 (75.5% of the industry book) .
All Filings in UNH
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,948,889 | 4,689 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,419,785 | 5,247 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,246,165 | 3,775 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $802,822 | 2,325 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $433,326 | 1,389 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $718,061 | 1,371 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $694,039 | 1,372 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $802,180 | 1,372 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $698,704 | 1,372 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $678,233 | 1,371 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $721,790 | 1,371 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||