Position in UNH
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$4,551,979
+$1,747,314 QoQ
Shares Held
10,952
+5.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#1,019
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, 2026TRITONPOINT WEALTH, LLC holds $4,803,155 across 2 Healthcare Plans names. UNH ranks #1 (94.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
10,952 | $4,551,979 | |
| 2 | CVS |
CVS HEALTH Corp
|
2,428 | $251,176 |
All Filings in UNH
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,551,979 | 10,952 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,804,665 | 10,365 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $3,305,721 | 10,014 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $4,490,971 | 13,006 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $4,203,795 | 13,475 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $7,392,731 | 14,115 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $7,248,973 | 14,330 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $8,591,287 | 14,694 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $6,921,861 | 13,592 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $6,194,633 | 12,522 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $7,046,274 | 13,384 | Shares | Sole | 2024-01-24 | |
| No filing history on record for this holder in this stock. | ||||||