Position in UNH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$51,150,752
+$22,923,886 QoQ
Shares Held
123,068
+18.0% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#369
of 3,349 holders
Holding Since
Sep 2020
24 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, 2026&PARTNERS holds $84,363,067 across 7 Healthcare Plans names. UNH ranks #1 (60.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
123,068 | $51,150,752 | |
| 2 | CVS |
CVS HEALTH Corp
|
170,584 | $17,646,914 | |
| 3 | ELV |
Elevance Health, Inc.
|
17,308 | $6,693,522 | |
| 4 | CI |
Cigna Group
|
21,288 | $5,868,675 | |
| 5 | CNC |
Centene Corp
|
22,705 | $1,457,433 | |
| 6 | HUM |
Humana Inc
|
2,510 | $997,022 | |
| 7 | ALHC |
Alignment Healthcare, Inc.
|
23,047 | $548,749 |
All Filings in UNH
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $51,150,752 | 123,068 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $28,226,866 | 104,316 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $37,179,298 | 112,627 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $37,403,931 | 108,323 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $41,622,413 | 133,418 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $51,422,298 | 98,181 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $56,399,343 | 111,492 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $37,901,881 | 64,825 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $13,554,464 | 26,616 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $2,376,538 | 4,804 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $2,097,456 | 3,984 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $615,111 | 1,220 | Shares | Sole | 2023-10-06 | |
| 2023-06-30 | $554,177 | 1,153 | Shares | Sole | 2023-07-05 | |
| 2023-03-31 | $474,007 | 1,003 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $560,930 | 1,058 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $678,773 | 1,344 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $656,419 | 1,278 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $348,309 | 683 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $317,352 | 632 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $246,947 | 632 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $253,078 | 632 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $232,915 | 626 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $249,333 | 711 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $221,668 | 711 | Shares | Sole | 2020-10-05 | |
| No filing history on record for this holder in this stock. | ||||||