MOSAIC FAMILY WEALTH PARTNERS, LLC
Position in UNH — Unitedhealth Group Inc
CIK 1965241
ST. LOUIS, MO
Position in UNH
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,505,411
+$1,001,302 QoQ
Shares Held
3,622
+94.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,563
of 3,349 holders
Holding Since
Dec 2022
15 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, 2026MOSAIC FAMILY WEALTH PARTNERS, LLC holds $3,875,649 across 5 Healthcare Plans names. UNH ranks #2 (38.8% of the industry book) .
All Filings in UNH
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,505,411 | 3,622 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $504,109 | 1,863 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $411,977 | 1,248 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $443,365 | 1,284 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $571,841 | 1,833 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $996,696 | 1,903 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $930,782 | 1,840 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $1,107,383 | 1,894 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $935,001 | 1,836 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $897,385 | 1,814 | Shares | Sole | 2024-06-13 | |
| 2023-12-31 | $1,153,495 | 2,191 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $912,079 | 1,809 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $869,477 | 1,809 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $856,333 | 1,812 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $958,565 | 1,808 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||