Position in UNH
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$95,179
+$33,756 QoQ
Shares Held
229
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#3,149
of 3,349 holders
Holding Since
Dec 2024
5 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, 2026Financial Life Planners holds $412,670 across 3 Healthcare Plans names. UNH ranks #2 (23.1% of the industry book) .
All Filings in UNH
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $95,179 | 229 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $61,423 | 227 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $31,767 | 92 | Shares | Sole | 2025-11-13 | |
| 2025-03-31 | $127,271 | 243 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $133,547 | 264 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||