Position in UNH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,180,822
+$2,200,162 QoQ
Shares Held
10,059
+67.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,047
of 3,349 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026BAMCO INC /NY/ holds $6,114,472 across 2 Healthcare Plans names. UNH ranks #1 (68.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
10,059 | $4,180,822 | |
| 2 | ELV |
Elevance Health, Inc.
|
5,000 | $1,933,650 |
All Filings in UNH
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,180,822 | 10,059 | Shares | Defined | 2026-08-14 | |
| 2025-12-31 | $1,980,660 | 6,000 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,484,790 | 4,300 | Shares | Defined | 2025-11-14 | |
| 2025-03-31 | $29,796,137 | 56,890 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $27,513,725 | 54,390 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $33,262,445 | 56,890 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $28,417,217 | 55,801 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $28,354,719 | 57,317 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $26,447,746 | 50,236 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $23,213,915 | 46,042 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $21,175,075 | 44,056 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $20,437,627 | 43,246 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $22,367,233 | 42,188 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $19,966,251 | 39,534 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $20,305,848 | 39,534 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $20,688,462 | 40,568 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $20,705,742 | 41,235 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $13,111,280 | 33,555 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $11,206,313 | 27,985 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $8,850,057 | 23,786 | Shares | Defined | 2021-05-19 | |
| 2020-12-31 | $5,991,718 | 17,086 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $2,619,491 | 8,402 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,951,684 | 6,617 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,209,493 | 4,850 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||