Position in UNH
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$942,648
+$479,669 QoQ
Shares Held
2,268
+32.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,860
of 3,349 holders
Holding Since
Dec 2021
18 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, 2026DRIVE WEALTH MANAGEMENT, LLC holds $3,354,244 across 6 Healthcare Plans names. UNH ranks #1 (28.1% of the industry book) .
All Filings in UNH
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $942,648 | 2,268 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $462,979 | 1,711 | Shares | Other | 2026-04-14 | |
| 2025-12-31 | $781,369 | 2,367 | Shares | Other | 2026-02-04 | |
| 2025-09-30 | $712,353 | 2,063 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $649,521 | 2,082 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $2,112,807 | 4,034 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,551,978 | 3,068 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,714,866 | 2,933 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $2,081,345 | 4,087 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,917,951 | 3,877 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $1,604,154 | 3,047 | Shares | Sole | 2024-01-22 | |
| 2023-06-30 | $1,352,040 | 2,813 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $1,314,272 | 2,781 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $1,408,158 | 2,656 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $1,168,157 | 2,313 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,049,346 | 2,043 | Shares | Sole | 2022-11-15 | |
| 2022-03-31 | $956,193 | 1,875 | Shares | Sole | 2022-11-15 | |
| 2021-12-31 | $706,008 | 1,406 | Shares | Sole | 2022-11-15 | |
| No filing history on record for this holder in this stock. | ||||||