Position in UNH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$299,253
+$107,135 QoQ
Shares Held
720
+1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.20%
of 13F equity value
Holder Rank
#2,705
of 3,349 holders
Holding Since
Mar 2026
2 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, 2026Daner Wealth Management, LLC holds $583,016 across 2 Healthcare Plans names. UNH ranks #1 (51.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
720 | $299,253 | |
| 2 | CVS |
CVS HEALTH Corp
|
2,743 | $283,763 |
All Filings in UNH
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $299,253 | 720 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $192,118 | 710 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||