Position in UNH
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$308,202
+$21,814 QoQ
Shares Held
1,139
+24.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 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 Mar 31, 2026Gibbs Wealth Management holds $5,329,900 across 4 Healthcare Plans names. UNH ranks #4 (5.8% 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 | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $308,202 | 1,139 | Shares | Other | 2026-05-13 | |
| 2025-06-30 | $286,388 | 918 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,293,138 | 2,469 | Shares | Other | 2025-11-04 | |
| 2024-12-31 | $1,062,811 | 2,101 | Shares | Other | 2025-11-04 | |
| 2024-09-30 | $1,540,047 | 2,634 | Shares | Other | 2025-11-04 | |
| 2024-06-30 | $1,121,390 | 2,202 | Shares | Other | 2025-11-04 | |
| 2024-03-31 | $718,304 | 1,452 | Shares | Other | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||