Position in UNH
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$442,230
+$143,481 QoQ
Shares Held
1,064
+17.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#2,403
of 3,349 holders
Holding Since
Dec 2024
6 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, 2026LeClair Wealth Partners LLC holds $755,890 across 2 Healthcare Plans names. UNH ranks #1 (58.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
1,064 | $442,230 | |
| 2 | CVS |
CVS HEALTH Corp
|
3,032 | $313,660 |
All Filings in UNH
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $442,230 | 1,064 | Shares | Sole | 2026-08-04 | |
| 2025-12-31 | $298,749 | 905 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $321,819 | 932 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $345,350 | 1,107 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $652,592 | 1,246 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,340,529 | 2,650 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||