Position in UNH
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$952,208
+$334,722 QoQ
Shares Held
2,291
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
#1,855
of 3,349 holders
Holding Since
Sep 2025
4 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, 2026Prasad Wealth Partners, LLC holds $1,693,427 across 2 Healthcare Plans names. UNH ranks #1 (56.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
2,291 | $952,208 | |
| 2 | CVS |
CVS HEALTH Corp
|
7,165 | $741,219 |
All Filings in UNH
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $952,208 | 2,291 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $617,486 | 2,282 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $634,801 | 1,923 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $662,285 | 1,918 | Shares | Sole | 2025-11-05 | |
| No filing history on record for this holder in this stock. | ||||||