Position in UNH
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$461,349
+$160,995 QoQ
Shares Held
1,110
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#2,373
of 3,349 holders
Holding Since
Sep 2025
4 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, 2026Atlas Wealth LLC holds $799,351 across 2 Healthcare Plans names. UNH ranks #1 (57.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
1,110 | $461,349 | |
| 2 | ELV |
Elevance Health, Inc.
|
874 | $338,002 |
All Filings in UNH
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $461,349 | 1,110 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $300,354 | 1,110 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $366,422 | 1,110 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $383,283 | 1,110 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||