Position in UNH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$741,899
+$303,273 QoQ
Shares Held
1,785
+10.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#2,035
of 3,349 holders
Holding Since
Dec 2023
10 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, 2026TWIN PEAKS WEALTH ADVISORS, LLC holds $741,899 across 1 Healthcare Plans name. UNH ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
1,785 | $741,899 |
All Filings in UNH
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $741,899 | 1,785 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $438,626 | 1,621 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $509,359 | 1,543 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $650,545 | 1,884 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $457,659 | 1,467 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $908,706 | 1,735 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $890,313 | 1,760 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $352,562 | 603 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $249,028 | 489 | Shares | Sole | 2024-07-31 | |
| 2023-12-31 | $230,067 | 437 | Shares | Sole | 2024-01-17 | |
| No filing history on record for this holder in this stock. | ||||||