Position in UNH
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$417,708
-$245,508 QoQ
Shares Held
1,005
-59.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#2,438
of 3,349 holders
Holding Since
Jun 2023
10 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, 2026Impact Partnership Wealth, LLC holds $417,708 across 1 Healthcare Plans name. UNH ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
1,005 | $417,708 |
All Filings in UNH
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $417,708 | 1,005 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $663,216 | 2,451 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $833,527 | 2,525 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $752,063 | 2,178 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,441,613 | 4,621 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $887,756 | 1,695 | Shares | Sole | 2025-05-05 | |
| 2024-03-31 | $1,484 | 3 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $10,529 | 20 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $403,339 | 800 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $22,108 | 46 | Shares | Sole | 2023-07-17 | |
| No filing history on record for this holder in this stock. | ||||||