Position in UNH
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$10,725,747
+$4,616,908 QoQ
Shares Held
25,806
+14.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.38%
of 13F equity value
Holder Rank
#722
of 3,353 holders
Holding Since
Sep 2022
13 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, 2026Icon Wealth Advisors, LLC holds $11,213,099 across 2 Healthcare Plans names. UNH ranks #1 (95.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
25,806 | $10,725,747 | |
| 2 | CVS |
CVS HEALTH Corp
|
4,711 | $487,352 |
All Filings in UNH
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,725,747 | 25,806 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $6,108,839 | 22,576 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $5,597,345 | 16,956 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,387,025 | 15,601 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,186,813 | 16,626 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,831,110 | 14,952 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $8,270,305 | 16,349 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $10,718,938 | 18,333 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $9,444,735 | 18,546 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $8,336,684 | 16,852 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $6,193,393 | 11,764 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $7,743,809 | 14,606 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $7,443,279 | 14,738 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||