Position in UNH
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$3,291,789
+$1,142,493 QoQ
Shares Held
7,920
-0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.93%
of 13F equity value
Holder Rank
#1,163
of 3,349 holders
Holding Since
Dec 2022
14 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, 2026Pathway Financial Advisers, LLC holds $4,265,245 across 3 Healthcare Plans names. UNH ranks #1 (77.2% of the industry book) .
All Filings in UNH
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,291,789 | 7,920 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $2,149,296 | 7,943 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $2,654,084 | 8,040 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,832,841 | 8,204 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,252,735 | 7,221 | Shares | Sole | 2025-08-21 | |
| 2025-03-31 | $3,542,645 | 6,764 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $3,377,121 | 6,676 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $3,902,739 | 6,675 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $3,420,602 | 6,718 | Shares | Sole | 2024-08-20 | |
| 2024-03-31 | $3,209,613 | 6,488 | Shares | Sole | 2024-05-29 | |
| 2023-12-31 | $3,521,031 | 6,688 | Shares | Sole | 2024-07-19 | |
| 2023-09-30 | $3,367,880 | 6,680 | Shares | Sole | 2024-07-19 | |
| 2023-03-31 | $3,129,383 | 6,622 | Shares | Sole | 2024-07-19 | |
| 2022-12-31 | $3,545,216 | 6,687 | Shares | Sole | 2024-07-19 | |
| No filing history on record for this holder in this stock. | ||||||