Position in UNH
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$362,429
+$123,769 QoQ
Shares Held
872
-1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#2,557
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, 2026EAGLE WEALTH STRATEGIES LLC holds $702,572 across 2 Healthcare Plans names. UNH ranks #1 (51.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
872 | $362,429 | |
| 2 | CVS |
CVS HEALTH Corp
|
3,288 | $340,143 |
All Filings in UNH
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $362,429 | 872 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $238,660 | 882 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $300,730 | 911 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $330,797 | 958 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $307,602 | 986 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $689,778 | 1,317 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $845,292 | 1,671 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $977,584 | 1,672 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $535,232 | 1,051 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $657,456 | 1,329 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $720,210 | 1,368 | Shares | Sole | 2024-02-05 | |
| No filing history on record for this holder in this stock. | ||||||