Position in UNH
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$102,244
-$6,533 QoQ
Shares Held
246
-38.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#3,141
of 3,349 holders
Holding Since
Dec 2024
7 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, 2026Asset Planning,Inc holds $506,078 across 4 Healthcare Plans names. UNH ranks #2 (20.2% of the industry book) .
All Filings in UNH
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $102,244 | 246 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $108,777 | 402 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $434,094 | 1,315 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $641,912 | 1,859 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $592,743 | 1,900 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $963,176 | 1,839 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,057,753 | 2,091 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||