Position in UNH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$915,217
+$245,237 QoQ
Shares Held
2,202
-11.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,886
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, 2026Topsail Wealth Management, LLC holds $1,249,050 across 2 Healthcare Plans names. UNH ranks #1 (73.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
2,202 | $915,217 | |
| 2 | CVS |
CVS HEALTH Corp
|
3,227 | $333,833 |
All Filings in UNH
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $915,217 | 2,202 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $669,980 | 2,476 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $811,740 | 2,459 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $847,020 | 2,453 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $711,603 | 2,281 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,259,618 | 2,405 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $596,914 | 1,180 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||