Position in UNH
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$2,218,632
+$1,270,215 QoQ
Shares Held
5,338
+52.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.03%
of 13F equity value
Holder Rank
#1,355
of 3,349 holders
Holding Since
Dec 2024
7 quarters on record
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Chung Wu Investment Group, LLC holds $2,349,594 across 3 Healthcare Plans names. UNH ranks #1 (94.4% 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 | $2,218,632 | 5,338 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $948,417 | 3,505 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,675,308 | 5,075 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $2,415,373 | 6,995 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $574,024 | 1,840 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $3,364,046 | 6,423 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $3,274,431 | 6,473 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||