Position in UNH
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$24,520
-$279,080 QoQ
Shares Held
59
-94.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#3,260
of 3,349 holders
Holding Since
Sep 2024
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, 2026Ascentis Wealth Management, LLC holds $101,548 across 2 Healthcare Plans names. UNH ranks #2 (24.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CNC |
Centene Corp
|
1,200 | $77,028 | |
| 2 | UNH |
Unitedhealth Group Inc
This page
|
59 | $24,520 |
All Filings in UNH
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,520 | 59 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $303,600 | 1,122 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $21,786 | 66 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $22,788 | 66 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $41,485 | 133 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $403,792 | 771 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $268,085 | 530 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $453,692 | 776 | Shares | Sole | 2024-10-11 | |
| No filing history on record for this holder in this stock. | ||||||