Position in UNH
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,335,002
+$626,869 QoQ
Shares Held
3,212
+22.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
#1,632
of 3,349 holders
Holding Since
Jun 2025
5 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, 2026Lodestone Wealth Management LLC holds $1,382,900 across 4 Healthcare Plans names. UNH ranks #1 (96.5% of the industry book) .
All Filings in UNH
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,335,002 | 3,212 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $708,133 | 2,617 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $913,414 | 2,767 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $826,993 | 2,395 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $658,568 | 2,111 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||