Position in UNH
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,206,573
+$573,393 QoQ
Shares Held
2,903
+24.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#1,689
of 3,349 holders
Holding Since
Jun 2022
17 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, 2026FSM Wealth Advisors, LLC holds $2,955,206 across 4 Healthcare Plans names. UNH ranks #1 (40.8% of the industry book) .
All Filings in UNH
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,206,573 | 2,903 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $633,180 | 2,340 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $822,634 | 2,492 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $899,506 | 2,605 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $325,384 | 1,043 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,835,220 | 3,504 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,801,367 | 3,561 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,194,888 | 3,754 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,745,743 | 3,428 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,744,806 | 3,527 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,901,609 | 3,612 | Shares | Sole | 2024-05-14 | |
| 2023-09-30 | $1,813,571 | 3,597 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,899,969 | 3,953 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $1,723,063 | 3,646 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $1,996,127 | 3,765 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $1,867,132 | 3,697 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $1,751,991 | 3,411 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||