Position in UNH
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$624,276
-$70,599 QoQ
Shares Held
1,502
-41.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#2,160
of 3,349 holders
Holding Since
Mar 2021
8 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, 2026Abacus Wealth Partners, LLC holds $1,414,374 across 2 Healthcare Plans names. UNH ranks #2 (44.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CI |
Cigna Group
|
2,866 | $790,098 | |
| 2 | UNH |
Unitedhealth Group Inc
This page
|
1,502 | $624,276 |
All Filings in UNH
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $624,276 | 1,502 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $694,875 | 2,568 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $831,877 | 2,520 | Shares | Sole | 2026-02-05 | |
| 2023-06-30 | $363,363 | 756 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $318,998 | 675 | Shares | Sole | 2023-05-19 | |
| 2021-09-30 | $211,781 | 542 | Shares | Sole | 2023-05-31 | |
| 2021-06-30 | $241,465 | 603 | Shares | Sole | 2023-05-31 | |
| 2021-03-31 | $213,196 | 573 | Shares | Sole | 2023-05-31 | |
| No filing history on record for this holder in this stock. | ||||||