Position in UNH
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$1,246
+$976 QoQ
Shares Held
3
+200.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#3,341
of 3,349 holders
Holding Since
Dec 2025
3 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, 2026Nvest Wealth Strategies, Inc. holds $8,487 across 2 Healthcare Plans names. UNH ranks #2 (14.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
|
70 | $7,241 | |
| 2 | UNH |
Unitedhealth Group Inc
This page
|
3 | $1,246 |
All Filings in UNH
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,246 | 3 | Shares | Other | 2026-07-10 | |
| 2026-03-31 | $270 | 1 | Shares | Other | 2026-04-13 | |
| 2025-12-31 | $4,621 | 14 | Shares | Sole | 2026-01-28 | |
| No filing history on record for this holder in this stock. | ||||||