Position in UNH
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$718,208
+$252,523 QoQ
Shares Held
1,728
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#2,061
of 3,349 holders
Holding Since
Dec 2024
7 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, 2026Morey & Quinn Wealth Partners, LLC holds $1,669,120 across 2 Healthcare Plans names. UNH ranks #2 (43.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
|
9,192 | $950,912 | |
| 2 | UNH |
Unitedhealth Group Inc
This page
|
1,728 | $718,208 |
All Filings in UNH
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $718,208 | 1,728 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $465,685 | 1,721 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $560,856 | 1,699 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $586,319 | 1,698 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $554,682 | 1,778 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $890,898 | 1,701 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $825,563 | 1,632 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||