Position in UNH
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,017,462
+$355,058 QoQ
Shares Held
2,448
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,802
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, 2026BARLOW WEALTH PARTNERS, LLC holds $2,637,232 across 3 Healthcare Plans names. UNH ranks #1 (38.6% 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 | $1,017,462 | 2,448 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $662,404 | 2,448 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $835,838 | 2,532 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $879,479 | 2,547 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $8,235,696 | 26,399 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $24,857,175 | 47,460 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $18,567,085 | 36,704 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $20,144,564 | 34,454 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $17,287,849 | 33,947 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $16,298,386 | 32,946 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $16,644,875 | 31,616 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||