Position in UNH
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$3,736,513
+$1,001,390 QoQ
Shares Held
8,990
-11.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.72%
of 13F equity value
Holder Rank
#1,102
of 3,349 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026AMI INVESTMENT MANAGEMENT INC holds $6,316,388 across 2 Healthcare Plans names. UNH ranks #1 (59.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
8,990 | $3,736,513 | |
| 2 | ELV |
Elevance Health, Inc.
|
6,671 | $2,579,875 |
All Filings in UNH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,736,513 | 8,990 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,735,123 | 10,108 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $3,165,424 | 9,589 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $3,334,907 | 9,658 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $2,642,385 | 8,470 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $3,395,471 | 6,483 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $2,943,599 | 5,819 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $2,959,065 | 5,061 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $2,526,948 | 4,962 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $2,446,291 | 4,945 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $2,582,335 | 4,905 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $2,625,821 | 5,208 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,857,192 | 3,864 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,842,155 | 3,898 | Shares | Sole | 2023-05-19 | |
| 2022-12-31 | $2,249,023 | 4,242 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,132,278 | 4,222 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $2,236,858 | 4,355 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $2,346,881 | 4,602 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,311,350 | 4,603 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,794,278 | 4,592 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,838,820 | 4,592 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $1,669,478 | 4,487 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,573,501 | 4,487 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,398,911 | 4,487 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $1,342,612 | 4,552 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $1,234,929 | 4,952 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||