Position in UNH
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$466,752
+$120,397 QoQ
Shares Held
1,123
-12.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#2,361
of 3,349 holders
Holding Since
Mar 2025
6 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, 2026LeConte Wealth Management, LLC holds $673,238 across 2 Healthcare Plans names. UNH ranks #1 (69.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
1,123 | $466,752 | |
| 2 | CVS |
CVS HEALTH Corp
|
1,996 | $206,486 |
All Filings in UNH
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $466,752 | 1,123 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $346,355 | 1,280 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $464,464 | 1,407 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $466,845 | 1,352 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $339,735 | 1,089 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $337,818 | 645 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||