Position in UNH
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$471,324
-$27,102 QoQ
Shares Held
1,134
-38.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.37%
of 13F equity value
Holder Rank
#2,348
of 3,340 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, 2026TopTier Wealth Management, LLC holds $471,324 across 1 Healthcare Plans name. UNH ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
1,134 | $471,324 |
All Filings in UNH
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $471,324 | 1,134 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $498,426 | 1,842 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $678,376 | 2,055 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||