Position in UNH
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$5,290,554
+$2,731,585 QoQ
Shares Held
12,729
+34.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#949
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, 2026SAGESPRING WEALTH PARTNERS, LLC holds $9,795,501 across 6 Healthcare Plans names. UNH ranks #1 (54.0% 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 | $5,290,554 | 12,729 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $2,558,969 | 9,457 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $3,718,359 | 11,264 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $3,385,321 | 9,804 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $3,102,541 | 9,945 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $8,449,658 | 16,133 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $8,859,632 | 17,514 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||