Position in UNH
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$174,564
+$46,575 QoQ
Shares Held
420
-11.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#3,072
of 3,349 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Bravera Wealth holds $220,827 across 3 Healthcare Plans names. UNH ranks #1 (79.1% of the industry book) .
All Filings in UNH
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $174,564 | 420 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $127,989 | 473 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $145,908 | 442 | Shares | Sole | 2026-04-22 | |
| No filing history on record for this holder in this stock. | ||||||