Position in UNH
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$476,311
+$197,063 QoQ
Shares Held
1,146
+11.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.30%
of 13F equity value
Holder Rank
#2,344
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, 2026INSTRUMENTAL WEALTH, LLC holds $1,328,882 across 2 Healthcare Plans names. UNH ranks #2 (35.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CNC |
Centene Corp
|
13,282 | $852,571 | |
| 2 | UNH |
Unitedhealth Group Inc
This page
|
1,146 | $476,311 |
All Filings in UNH
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $476,311 | 1,146 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $279,248 | 1,032 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $343,314 | 1,040 | Shares | Sole | 2026-02-27 | |
| 2025-09-30 | $406,418 | 1,177 | Shares | Sole | 2025-10-31 | |
| No filing history on record for this holder in this stock. | ||||||