Position in UNH
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$684,126
+$431,125 QoQ
Shares Held
1,646
+76.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#2,097
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, 2026Alteri Wealth LLC holds $2,094,407 across 3 Healthcare Plans names. UNH ranks #2 (32.7% 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 | $684,126 | 1,646 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $253,001 | 935 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $257,155 | 779 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $276,930 | 802 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $224,306 | 719 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $828,572 | 1,582 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $590,338 | 1,167 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||