Position in UNH
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$1,474,711
-$814,267 QoQ
Shares Held
5,450
-21.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0%
Shared 95%
None 5%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Mar 31, 2026JOURNEY STRATEGIC WEALTH LLC holds $4,561,603 across 6 Healthcare Plans names. UNH ranks #1 (32.3% of the industry book) .
All Filings in UNH
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,474,711 | 5,450 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $2,288,978 | 6,934 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,946,106 | 5,636 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,383,758 | 7,641 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,156,115 | 6,026 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $2,609,728 | 5,159 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $3,056,705 | 5,228 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,080,834 | 4,086 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,504,876 | 3,042 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $1,384,089 | 2,629 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $1,300,305 | 2,579 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,513,533 | 3,149 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $1,499,055 | 3,172 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,797,308 | 3,390 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,256,539 | 2,488 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,007,741 | 1,962 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,194,349 | 2,342 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,110,733 | 2,212 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||