Position in UNH
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$24,323,914
+$11,003,310 QoQ
Shares Held
58,523
+18.9% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#506
of 3,349 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026HB Wealth Management, LLC holds $50,686,812 across 7 Healthcare Plans names. UNH ranks #1 (48.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
58,523 | $24,323,914 | |
| 2 | ELV |
Elevance Health, Inc.
|
23,866 | $9,229,698 | |
| 3 | CI |
Cigna Group
|
20,629 | $5,687,002 | |
| 4 | CVS |
CVS HEALTH Corp
|
47,828 | $4,947,806 | |
| 5 | CNC |
Centene Corp
|
45,774 | $2,938,233 | |
| 6 | HUM |
Humana Inc
|
5,503 | $2,185,901 | |
| 7 | MOH |
Molina Healthcare, Inc.
|
6,009 | $1,374,258 |
All Filings in UNH
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,323,914 | 58,523 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $13,320,604 | 49,228 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $15,687,817 | 47,523 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $15,515,019 | 44,932 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $15,271,555 | 48,952 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $33,928,525 | 64,780 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $26,297,637 | 51,986 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $29,793,538 | 50,957 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $25,244,018 | 49,570 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $22,242,701 | 44,962 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $21,241,485 | 40,347 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $19,135,523 | 37,953 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $17,424,161 | 36,252 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $16,188,097 | 34,254 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $17,969,920 | 33,894 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $14,959,284 | 29,620 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $14,829,525 | 28,872 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $14,094,040 | 27,637 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $11,990,601 | 23,879 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||