Position in UNH
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$568,997
+$272,431 QoQ
Shares Held
1,369
+24.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#2,226
of 3,349 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, 2026Olistico Wealth, LLC holds $598,997 across 2 Healthcare Plans names. UNH ranks #1 (95.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
1,369 | $568,997 | |
| 2 | CVS |
CVS HEALTH Corp
|
290 | $30,000 |
All Filings in UNH
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $568,997 | 1,369 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $296,566 | 1,096 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $200,046 | 606 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $209,251 | 606 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $199,348 | 639 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $353,007 | 674 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $292,892 | 579 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $354,900 | 607 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $305,556 | 600 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $304,240 | 615 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $325,358 | 618 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $311,589 | 618 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $304,245 | 633 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $301,512 | 638 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $208,890 | 394 | Shares | Sole | 2023-02-02 | |
| No filing history on record for this holder in this stock. | ||||||