Position in UNH
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$225,271
+$18,435 QoQ
Shares Held
542
-18.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#2,952
of 3,349 holders
Holding Since
Sep 2023
7 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Hibernia Wealth Partners, LLC holds $459,323 across 2 Healthcare Plans names. UNH ranks #2 (49.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CI |
Cigna Group
|
849 | $234,052 | |
| 2 | UNH |
Unitedhealth Group Inc
This page
|
542 | $225,271 |
All Filings in UNH
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $225,271 | 542 | Shares | Sole | 2026-07-23 | |
| 2025-06-30 | $206,836 | 663 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $802,765 | 1,373 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $390,093 | 766 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $280,989 | 568 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $303,773 | 577 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $24,201 | 48 | Shares | Sole | 2023-10-12 | |
| No filing history on record for this holder in this stock. | ||||||