Position in UNH
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$380,717
+$24,350 QoQ
Shares Held
916
-30.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#2,519
of 3,349 holders
Holding Since
Dec 2023
8 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, 2026Mosley Wealth Management holds $387,619 across 5 Healthcare Plans names. UNH ranks #1 (98.2% of the industry book) .
All Filings in UNH
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $380,717 | 916 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $356,367 | 1,317 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $429,473 | 1,301 | Shares | Sole | 2026-02-12 | |
| 2024-12-31 | $708,204 | 1,400 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $747,805 | 1,279 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $591,250 | 1,161 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $444,240 | 898 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $477,508 | 907 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||