Position in UNH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$717,793
+$202,861 QoQ
Shares Held
1,727
-9.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#2,063
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, 2026Michels Family Financial, LLC holds $3,108,685 across 3 Healthcare Plans names. UNH ranks #3 (23.1% 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 | $717,793 | 1,727 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $514,932 | 1,903 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $348,926 | 1,057 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $338,739 | 981 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $240,528 | 771 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $422,142 | 806 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $397,605 | 786 | Shares | Sole | 2025-02-20 | |
| No filing history on record for this holder in this stock. | ||||||