Position in UNH
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$969,249
+$459,999 QoQ
Shares Held
2,332
+23.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#1,842
of 3,349 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 23%
Shared 0%
None 77%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026QTR Family Wealth, LLC holds $2,447,777 across 4 Healthcare Plans names. UNH ranks #1 (39.6% of the industry book) .
All Filings in UNH
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $969,249 | 2,332 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $509,250 | 1,882 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $593,867 | 1,799 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $740,323 | 2,144 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $374,364 | 1,200 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $476,088 | 909 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||