Position in UNH
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$688,698
+$291,473 QoQ
Shares Held
1,657
+12.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#2,089
of 3,349 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 67%
Shared 0%
None 33%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Enterprise Financial Services Corp holds $889,804 across 2 Healthcare Plans names. UNH ranks #1 (77.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
1,657 | $688,698 | |
| 2 | CVS |
CVS HEALTH Corp
|
1,944 | $201,106 |
All Filings in UNH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $688,698 | 1,657 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $397,225 | 1,468 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $492,523 | 1,492 | Shares | Defined | 2026-01-14 | |
| 2025-09-30 | $469,952 | 1,361 | Shares | Defined | 2025-10-15 | |
| 2025-06-30 | $451,419 | 1,447 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $1,205,148 | 2,301 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $1,296,518 | 2,563 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $1,506,135 | 2,576 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $1,353,612 | 2,658 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,297,103 | 2,622 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,556,771 | 2,957 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $1,482,317 | 2,940 | Shares | Defined | 2023-10-31 | |
| 2023-06-30 | $1,402,988 | 2,919 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,396,503 | 2,955 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,633,484 | 3,081 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,562,088 | 3,093 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,630,261 | 3,174 | Shares | Defined | 2022-08-09 | |
| 2022-03-31 | $1,753,276 | 3,438 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,557,638 | 3,102 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,206,604 | 3,088 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $697,565 | 1,742 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $663,027 | 1,782 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $608,078 | 1,734 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $539,673 | 1,731 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $517,340 | 1,754 | Shares | Defined | 2020-08-04 | |
| 2020-03-31 | $416,962 | 1,672 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||