Position in UNH
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,056,947
+$385,073 QoQ
Shares Held
2,543
+2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#1,784
of 3,349 holders
Holding Since
Sep 2024
8 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, 2026Centurion Wealth Management LLC holds $1,908,870 across 3 Healthcare Plans names. UNH ranks #1 (55.4% of the industry book) .
All Filings in UNH
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,056,947 | 2,543 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $671,874 | 2,483 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $854,984 | 2,590 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $969,602 | 2,808 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $582,759 | 1,868 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $1,584,343 | 3,025 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,530,226 | 3,025 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,718,374 | 2,939 | Shares | Sole | 2024-11-07 | |
| No filing history on record for this holder in this stock. | ||||||