Position in UNH
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$985,874
+$538,860 QoQ
Shares Held
2,372
+43.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#1,828
of 3,349 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Root Financial Partners, LLC holds $2,172,692 across 4 Healthcare Plans names. UNH ranks #1 (45.4% of the industry book) .
All Filings in UNH
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $985,874 | 2,372 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $447,014 | 1,652 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $533,787 | 1,617 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $558,695 | 1,618 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $528,165 | 1,693 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $748,962 | 1,430 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $829,610 | 1,640 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $887,544 | 1,518 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $637,593 | 1,252 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $563,958 | 1,140 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||