Position in UNH
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,097,678
+$383,050 QoQ
Shares Held
2,641
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,760
of 3,349 holders
Holding Since
Mar 2020
26 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, 2026TODD ASSET MANAGEMENT LLC holds $2,328,252 across 2 Healthcare Plans names. UNH ranks #2 (47.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ELV |
Elevance Health, Inc.
|
3,182 | $1,230,574 | |
| 2 | UNH |
Unitedhealth Group Inc
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|
2,641 | $1,097,678 |
All Filings in UNH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,097,678 | 2,641 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $714,628 | 2,641 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $871,820 | 2,641 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $911,937 | 2,641 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $823,912 | 2,641 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $24,415,653 | 46,617 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $28,740,941 | 56,816 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $32,688,289 | 55,908 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $24,174,572 | 47,470 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $32,382,567 | 65,459 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $37,172,467 | 70,607 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $33,703,588 | 66,847 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $36,900,174 | 76,773 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $41,521,757 | 87,860 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $46,313,873 | 87,355 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $44,468,266 | 88,049 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $45,690,983 | 88,957 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $45,527,061 | 89,274 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $45,206,157 | 90,027 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $36,945,639 | 94,553 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $38,087,450 | 95,114 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $35,294,932 | 94,861 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $33,369,306 | 95,156 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $31,368,426 | 100,614 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $29,626,842 | 100,447 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $27,011,594 | 108,315 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||