Position in UNH
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$650,876
+$257,710 QoQ
Shares Held
1,566
+7.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#2,129
of 3,349 holders
Holding Since
Jun 2023
13 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, 2026Portside Wealth Group, LLC holds $7,256,808 across 4 Healthcare Plans names. UNH ranks #4 (9.0% of the industry book) .
All Filings in UNH
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $650,876 | 1,566 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $393,166 | 1,453 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $535,107 | 1,621 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $478,930 | 1,387 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $510,382 | 1,636 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $3,165,020 | 6,043 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $3,314,394 | 6,552 | Shares | Other | 2025-04-14 | |
| 2024-09-30 | $5,630,467 | 9,630 | Shares | Other | 2024-10-31 | |
| 2024-06-30 | $4,759,034 | 9,345 | Shares | Other | 2024-07-18 | |
| 2024-03-31 | $4,763,466 | 9,629 | Shares | Other | 2024-04-17 | |
| 2023-12-31 | $5,355,779 | 10,173 | Shares | Other | 2024-01-16 | |
| 2023-09-30 | $5,545,585 | 10,999 | Shares | Other | 2023-10-27 | |
| 2023-06-30 | $5,235,130 | 10,892 | Shares | Other | 2023-09-01 | |
| No filing history on record for this holder in this stock. | ||||||