Position in UNH
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,012,896
+$707,029 QoQ
Shares Held
4,843
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#1,401
of 3,349 holders
Holding Since
Mar 2024
9 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, 2026Triad Wealth Partners, LLC holds $2,621,474 across 3 Healthcare Plans names. UNH ranks #1 (76.8% of the industry book) .
All Filings in UNH
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,012,896 | 4,843 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,305,867 | 4,826 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,431,687 | 4,337 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,241,698 | 3,596 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $808,314 | 2,591 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $1,222,432 | 2,334 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,197,876 | 2,368 | Shares | Sole | 2025-02-06 | |
| 2024-06-30 | $863,195 | 1,695 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $678,728 | 1,372 | Shares | Sole | 2024-04-23 | |
| No filing history on record for this holder in this stock. | ||||||