Position in UNH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,771,834
+$1,425,380 QoQ
Shares Held
6,669
+34.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,244
of 3,349 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 19%
Shared 0%
None 81%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Modern Wealth Management, LLC holds $5,755,631 across 5 Healthcare Plans names. UNH ranks #1 (48.2% of the industry book) .
All Filings in UNH
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,771,834 | 6,669 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $1,346,454 | 4,976 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $1,727,462 | 5,233 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $1,701,980 | 4,929 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $2,352,875 | 7,542 | Shares | Other | 2025-11-12 | |
| 2025-03-31 | $3,664,152 | 6,996 | Shares | Other | 2025-06-02 | |
| 2024-12-31 | $3,424,669 | 6,770 | Shares | Other | 2025-05-30 | |
| 2024-09-30 | $3,771,768 | 6,451 | Shares | Other | 2025-05-30 | |
| 2024-06-30 | $3,090,696 | 6,069 | Shares | Other | 2025-05-29 | |
| 2024-03-31 | $2,628,833 | 5,314 | Shares | Other | 2025-05-29 | |
| 2023-12-31 | $599,121 | 1,138 | Shares | Other | 2025-05-28 | |
| No filing history on record for this holder in this stock. | ||||||