Position in UNH
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$6,586,488
+$1,307,819 QoQ
Shares Held
15,847
-18.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#875
of 3,349 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026GC Wealth Management RIA, LLC holds $8,082,910 across 4 Healthcare Plans names. UNH ranks #1 (81.5% 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 | $6,586,488 | 15,847 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $5,278,669 | 19,508 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $6,951,456 | 21,058 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $10,331,375 | 29,920 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $5,493,167 | 17,608 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $4,962,007 | 9,474 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $4,837,033 | 9,562 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $5,822,828 | 9,959 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $4,660,747 | 9,152 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $4,225,727 | 8,542 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $3,168,822 | 6,019 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||