Position in UNH
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,542,818
+$760,543 QoQ
Shares Held
3,712
+28.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,553
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, 2026Quotient Wealth Partners, LLC holds $2,577,153 across 3 Healthcare Plans names. UNH ranks #1 (59.9% 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 | $1,542,818 | 3,712 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $782,275 | 2,891 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,009,806 | 3,059 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $836,316 | 2,422 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $748,728 | 2,400 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,657,145 | 3,164 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,807,943 | 3,574 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $2,226,461 | 3,808 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $1,799,724 | 3,534 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,395,548 | 2,821 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,184,557 | 2,250 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||