Position in UNH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$74,906,916
+$23,143,320 QoQ
Shares Held
180,225
-5.8% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
5.62%
of 13F equity value
Holder Rank
#297
of 3,349 holders
Holding Since
Mar 2021
19 quarters on record
Voting authority
Sole 82%
Shared 0%
None 18%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026EDGAR LOMAX CO/VA holds $143,237,710 across 2 Healthcare Plans names. UNH ranks #1 (52.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
180,225 | $74,906,916 | |
| 2 | CVS |
CVS HEALTH Corp
|
660,520 | $68,330,794 |
All Filings in UNH
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $74,906,916 | 180,225 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $51,763,596 | 191,299 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $52,371,951 | 158,650 | Shares | Sole | 2026-02-13 | |
| 2024-12-31 | $15,051,864 | 29,755 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $17,742,114 | 30,345 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $15,708,124 | 30,845 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $15,444,534 | 31,220 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $17,146,074 | 32,568 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $17,083,469 | 33,883 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $16,578,715 | 34,493 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $16,531,198 | 34,980 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $20,516,905 | 38,698 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $19,662,722 | 38,933 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $20,130,700 | 39,193 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $19,375,290 | 37,993 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $50,092,482 | 99,758 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $39,354,551 | 100,718 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $41,185,254 | 102,850 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $38,888,756 | 104,520 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||