Position in UNH
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,312,975
+$521,770 QoQ
Shares Held
3,159
+8.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,638
of 3,349 holders
Holding Since
Dec 2022
15 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, 2026Cyndeo Wealth Partners, LLC holds $2,384,159 across 3 Healthcare Plans names. UNH ranks #1 (55.1% of the industry book) .
All Filings in UNH
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,312,975 | 3,159 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $791,205 | 2,924 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,504,971 | 4,559 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,975,116 | 5,720 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $1,840,934 | 5,901 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $14,312,516 | 27,327 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $15,233,973 | 30,115 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $16,863,340 | 28,842 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $13,182,195 | 25,885 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $11,795,626 | 23,844 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $13,106,470 | 24,895 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $8,925,675 | 17,703 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $8,660,652 | 18,019 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $7,542,536 | 15,960 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $11,854,294 | 22,359 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||