Position in UNH
as of Jun 30, 2026
· filed Aug 26, 2026
Position Value
$285,122
+$84,416 QoQ
Shares Held
686
+12.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,752
of 3,349 holders
Holding Since
Jun 2025
4 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, 2026HORAN Wealth, LLC holds $745,717 across 2 Healthcare Plans names. UNH ranks #2 (38.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ELV |
Elevance Health, Inc.
|
1,191 | $460,595 | |
| 2 | UNH |
Unitedhealth Group Inc
This page
|
686 | $285,122 |
All Filings in UNH
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $285,122 | 686 | Shares | Sole | 2026-08-26 | |
| 2025-12-31 | $200,706 | 608 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $217,884 | 631 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $217,755 | 698 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||