Position in UNH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,078
+$726 QoQ
Shares Held
5
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#3,335
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, 2026MPWM ADVISORY SOLUTIONS, LLC holds $103,687 across 3 Healthcare Plans names. UNH ranks #3 (2.0% 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 | $2,078 | 5 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,352 | 5 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $97,052 | 294 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $45,234 | 131 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,431 | 11 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,285 | 12 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,070 | 12 | Shares | Sole | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||