Position in UNH
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,330,016
+$476,034 QoQ
Shares Held
3,200
+1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#1,637
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, 2026Marble Wealth, LLC holds $1,608,296 across 2 Healthcare Plans names. UNH ranks #1 (82.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
3,200 | $1,330,016 | |
| 2 | CVS |
CVS HEALTH Corp
|
2,690 | $278,280 |
All Filings in UNH
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,330,016 | 3,200 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $853,982 | 3,156 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,675,968 | 5,077 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||