Position in UNH
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$2,309,655
+$967,529 QoQ
Shares Held
5,557
+12.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,330
of 3,353 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026DAYMARK WEALTH PARTNERS, LLC holds $8,408,443 across 6 Healthcare Plans names. UNH ranks #2 (27.5% of the industry book) .
All Filings in UNH
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,309,655 | 5,557 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,342,126 | 4,960 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,555,808 | 4,713 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,625,327 | 4,707 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,547,059 | 4,959 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,933,523 | 5,601 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $3,273,327 | 116,253 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $4,008,292 | 116,667 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $3,523,528 | 116,703 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,832,133 | 117,524 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $4,243,750 | 117,852 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $4,034,942 | 117,785 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $4,028,243 | 8,381 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $4,242,913 | 8,978 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,837,603 | 3,466 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||