Position in UNH
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$716,960
+$350,312 QoQ
Shares Held
1,725
+27.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#2,064
of 3,349 holders
Holding Since
Jun 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, 2026Drucker Wealth 3.0, LLC holds $1,666,589 across 4 Healthcare Plans names. UNH ranks #1 (43.0% 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 | $716,960 | 1,725 | Shares | Other | 2026-07-13 | |
| 2026-03-31 | $366,648 | 1,355 | Shares | Other | 2026-04-23 | |
| 2025-12-31 | $871,490 | 2,640 | Shares | Other | 2026-02-03 | |
| 2025-09-30 | $2,315,581 | 6,706 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $906,583 | 2,906 | Shares | Other | 2025-07-24 | |
| 2025-03-31 | $788,243 | 1,505 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $1,054,212 | 2,084 | Shares | Other | 2025-02-20 | |
| 2024-09-30 | $1,244,783 | 2,129 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $1,062,316 | 2,086 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||