Position in UNH
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$295,928
+$144,398 QoQ
Shares Held
712
+27.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#2,719
of 3,349 holders
Holding Since
Dec 2023
11 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, 2026True Wealth Design, LLC holds $1,275,182 across 10 Healthcare Plans names. UNH ranks #2 (23.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CNC |
Centene Corp
|
7,108 | $456,262 | |
| 2 | UNH |
Unitedhealth Group Inc
This page
|
712 | $295,928 | |
| 3 | MOH |
Molina Healthcare, Inc.
|
988 | $225,955 | |
| 4 | CVS |
CVS HEALTH Corp
|
1,085 | $112,243 | |
| 5 | CI |
Cigna Group
|
330 | $90,974 | |
| 6 | ELV |
Elevance Health, Inc.
|
160 | $61,876 | |
| 7 | HUM |
Humana Inc
|
45 | $17,874 | |
| 8 | PGNY |
Progyny, Inc.
|
232 | $6,688 |
All Filings in UNH
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $295,928 | 712 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $151,530 | 560 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $134,354 | 407 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $177,484 | 514 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $113,557 | 364 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $97,941 | 187 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $71,832 | 142 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $121,028 | 207 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $25,463 | 50 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $24,735 | 50 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $30,535 | 58 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||