Position in UNH
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$429,761
+$80,430 QoQ
Shares Held
1,034
-19.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#2,422
of 3,349 holders
Holding Since
Dec 2023
11 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, 2026MIDLAND WEALTH ADVISORS, LLC holds $660,557 across 2 Healthcare Plans names. UNH ranks #1 (65.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
1,034 | $429,761 | |
| 2 | CVS |
CVS HEALTH Corp
|
2,231 | $230,796 |
All Filings in UNH
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $429,761 | 1,034 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $349,331 | 1,291 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $473,377 | 1,434 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $707,519 | 2,049 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $567,161 | 1,818 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,089,400 | 2,080 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,272,237 | 2,515 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,593,253 | 2,725 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,419,307 | 2,787 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,546,926 | 3,127 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,524,657 | 2,896 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||