Position in UNH
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$17,210,407
+$5,667,038 QoQ
Shares Held
41,408
-2.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.49%
of 13F equity value
Holder Rank
#580
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, 2026FULTON BREAKEFIELD BROENNIMAN LLC holds $17,518,244 across 2 Healthcare Plans names. UNH ranks #1 (98.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
41,408 | $17,210,407 | |
| 2 | ELV |
Elevance Health, Inc.
|
796 | $307,837 |
All Filings in UNH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,210,407 | 41,408 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $11,543,369 | 42,660 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $14,868,484 | 45,041 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $16,963,553 | 49,127 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $17,106,874 | 54,835 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $30,181,617 | 57,626 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $30,071,859 | 59,447 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $35,207,675 | 60,217 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $31,771,203 | 62,387 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $31,480,729 | 63,636 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $33,842,544 | 64,282 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $32,353,872 | 64,170 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $30,844,110 | 64,173 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $28,105,872 | 59,472 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $30,686,818 | 57,880 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $34,582,108 | 68,474 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $35,826,719 | 69,752 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $36,068,648 | 70,727 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $35,432,002 | 70,562 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $27,458,472 | 70,273 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $28,353,955 | 70,807 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $26,184,798 | 70,376 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $21,105,675 | 60,185 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $21,866,300 | 70,136 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $20,857,389 | 70,715 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $17,400,489 | 69,775 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||