Position in UNH
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$785,956
+$164,141 QoQ
Shares Held
1,891
-17.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
#1,998
of 3,349 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Tortuga Wealth Management, Inc holds $1,196,238 across 2 Healthcare Plans names. UNH ranks #1 (65.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
1,891 | $785,956 | |
| 2 | CVS |
CVS HEALTH Corp
|
3,966 | $410,282 |
All Filings in UNH
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $785,956 | 1,891 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $621,815 | 2,298 | Shares | Sole | 2026-07-17 | |
| 2025-12-31 | $524,544 | 1,589 | Shares | Sole | 2026-04-16 | |
| No filing history on record for this holder in this stock. | ||||||