Position in UNH
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$7,010,846
+$2,450,864 QoQ
Shares Held
16,868
+0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#855
of 3,349 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 73%
Shared 0%
None 27%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026VALLEY WEALTH MANAGERS, INC. holds $7,349,105 across 2 Healthcare Plans names. UNH ranks #1 (95.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
16,868 | $7,010,846 | |
| 2 | CI |
Cigna Group
|
1,227 | $338,259 |
All Filings in UNH
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,010,846 | 16,868 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $4,559,982 | 16,852 | Shares | Defined | 2026-05-06 | |
| 2025-06-30 | $2,807 | 9 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $594,979 | 1,136 | Shares | Defined | 2025-05-07 | |
| 2024-12-31 | $579,209 | 1,145 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $627,361 | 1,073 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $610,092 | 1,198 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $568,409 | 1,149 | Shares | Defined | 2024-05-03 | |
| 2023-12-31 | $556,478 | 1,057 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $529,399 | 1,050 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $489,771 | 1,019 | Shares | Defined | 2023-07-28 | |
| 2023-03-31 | $698,487 | 1,478 | Shares | Defined | 2023-05-03 | |
| 2022-12-31 | $885,400 | 1,670 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $944,929 | 1,871 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $1,374,473 | 2,676 | Shares | Defined | 2022-11-16 | |
| 2022-03-31 | $1,526,340 | 2,993 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,163,960 | 2,318 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $913,550 | 2,338 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,070,376 | 2,673 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $986,729 | 2,652 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $977,345 | 2,787 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $891,038 | 2,858 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $860,664 | 2,918 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $792,779 | 3,179 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||