Position in UNH
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$404,823
-$12,469,308 QoQ
Shares Held
974
-98.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,472
of 3,349 holders
Holding Since
Sep 2022
14 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, 2026Buck Wealth Strategies, LLC holds $507,755 across 4 Healthcare Plans names. UNH ranks #1 (79.7% of the industry book) .
All Filings in UNH
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $404,823 | 974 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $12,874,131 | 47,578 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $11,686,224 | 35,401 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $10,006,448 | 28,979 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $8,389,185 | 26,891 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $9,733,370 | 18,584 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $7,965,777 | 15,747 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $7,119,063 | 12,176 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $7,111,815 | 13,965 | Shares | Sole | 2024-08-15 | |
| 2023-12-31 | $6,449,783 | 12,251 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $5,406,933 | 10,724 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $4,957,320 | 10,314 | Shares | Sole | 2023-11-06 | |
| 2023-03-31 | $4,530,247 | 9,586 | Shares | Sole | 2023-11-06 | |
| 2022-09-30 | $4,805,454 | 9,515 | Shares | Sole | 2023-10-30 | |
| No filing history on record for this holder in this stock. | ||||||