Position in UNH
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$68,994
+$24,347 QoQ
Shares Held
166
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#3,176
of 3,349 holders
Holding Since
Dec 2024
7 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, 2026VSM Wealth Advisory, LLC holds $123,305 across 2 Healthcare Plans names. UNH ranks #1 (56.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
166 | $68,994 | |
| 2 | CVS |
CVS HEALTH Corp
|
525 | $54,311 |
All Filings in UNH
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $68,994 | 166 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $44,647 | 165 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $23,437 | 71 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $51,449 | 149 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $42,427 | 136 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $58,136 | 111 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $56,150 | 111 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||