Position in UNH
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$205,736
-$80,231 QoQ
Shares Held
495
-9.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#3,036
of 3,349 holders
Holding Since
Sep 2024
4 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, 2026PARTHENON LLC holds $11,809,825 across 2 Healthcare Plans names. UNH ranks #2 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
|
112,171 | $11,604,089 | |
| 2 | UNH |
Unitedhealth Group Inc
This page
|
495 | $205,736 |
All Filings in UNH
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $205,736 | 495 | Shares | Sole | 2026-07-23 | |
| 2025-03-31 | $285,967 | 546 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $276,199 | 546 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $284,154 | 486 | Shares | Sole | 2024-11-05 | |
| No filing history on record for this holder in this stock. | ||||||