Position in UNH
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$3,254,382
+$1,650,325 QoQ
Shares Held
7,830
+32.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#1,168
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, 2026Premier Path Wealth Partners, LLC holds $5,796,877 across 3 Healthcare Plans names. UNH ranks #1 (56.1% of the industry book) .
All Filings in UNH
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,254,382 | 7,830 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,604,057 | 5,928 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,574,624 | 4,770 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,211,657 | 3,509 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,224,170 | 3,924 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,733,451 | 5,219 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $2,804,993 | 5,545 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $3,320,397 | 5,679 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $2,728,105 | 5,357 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $2,786,645 | 5,633 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $3,124,599 | 5,935 | Shares | Sole | 2024-01-12 | |
| No filing history on record for this holder in this stock. | ||||||