Position in UNH
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$623,029
+$225,533 QoQ
Shares Held
1,499
+2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#2,163
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, 2026Trueblood Wealth Management, LLC holds $1,550,020 across 2 Healthcare Plans names. UNH ranks #2 (40.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ELV |
Elevance Health, Inc.
|
2,397 | $926,991 | |
| 2 | UNH |
Unitedhealth Group Inc
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|
1,499 | $623,029 |
All Filings in UNH
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $623,029 | 1,499 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $397,496 | 1,469 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $841,450 | 2,549 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $990,665 | 2,869 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $914,384 | 2,931 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $2,311,308 | 4,413 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $2,224,266 | 4,397 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $2,604,749 | 4,455 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $2,288,614 | 4,494 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,345,372 | 4,741 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $2,750,805 | 5,225 | Shares | Sole | 2024-01-18 | |
| No filing history on record for this holder in this stock. | ||||||