Position in UNH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$830,013
+$468,776 QoQ
Shares Held
1,997
+49.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#1,951
of 3,349 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 47%
Shared 0%
None 53%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026XXI WEALTH, LLC holds $1,961,198 across 2 Healthcare Plans names. UNH ranks #2 (42.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ELV |
Elevance Health, Inc.
|
2,925 | $1,131,185 | |
| 2 | UNH |
Unitedhealth Group Inc
This page
|
1,997 | $830,013 |
All Filings in UNH
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $830,013 | 1,997 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $361,237 | 1,335 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $460,173 | 1,394 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||