Position in UNH
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$35,328
+$12,328 QoQ
Shares Held
85
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#3,231
of 3,349 holders
Holding Since
Dec 2024
7 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, 2026Holos Integrated Wealth LLC holds $39,463 across 2 Healthcare Plans names. UNH ranks #1 (89.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
85 | $35,328 | |
| 2 | CI |
Cigna Group
|
15 | $4,135 |
All Filings in UNH
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,328 | 85 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $23,000 | 85 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $28,059 | 85 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $29,350 | 85 | Shares | Sole | 2026-01-05 | |
| 2025-06-30 | $26,517 | 85 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $264,493 | 505 | Shares | Sole | 2025-08-08 | |
| 2024-12-31 | $255,459 | 505 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||