Position in UNH
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$112,635
-$95,448 QoQ
Shares Held
271
-64.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#3,127
of 3,349 holders
Holding Since
Sep 2022
16 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, 2026Abound Wealth Management holds $136,770 across 9 Healthcare Plans names. UNH ranks #1 (82.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
271 | $112,635 | |
| 2 | CVS |
CVS HEALTH Corp
|
92 | $9,517 | |
| 3 | ELV |
Elevance Health, Inc.
|
17 | $6,574 | |
| 4 | CI |
Cigna Group
|
13 | $3,583 | |
| 5 | CNC |
Centene Corp
|
34 | $2,182 | |
| 6 | HUM |
Humana Inc
|
4 | $1,588 | |
| 7 | MOH |
Molina Healthcare, Inc.
|
2 | $457 | |
| 8 | ALHC |
Alignment Healthcare, Inc.
|
5 | $119 |
All Filings in UNH
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $112,635 | 271 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $208,083 | 769 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $103,984 | 315 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $84,253 | 244 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $67,073 | 215 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $138,793 | 265 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $134,558 | 266 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $154,940 | 265 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $134,953 | 265 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $149,894 | 303 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $163,732 | 311 | Shares | Sole | 2024-08-08 | |
| 2023-09-30 | $148,736 | 295 | Shares | Sole | 2024-08-08 | |
| 2023-06-30 | $124,966 | 260 | Shares | Sole | 2024-08-08 | |
| 2023-03-31 | $96,880 | 205 | Shares | Sole | 2024-08-07 | |
| 2022-12-31 | $106,566 | 201 | Shares | Sole | 2024-08-07 | |
| 2022-09-30 | $125,249 | 248 | Shares | Sole | 2024-08-07 | |
| No filing history on record for this holder in this stock. | ||||||