Position in UNH
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$60,351,554
+$18,815,719 QoQ
Shares Held
145,205
-5.4% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#337
of 3,364 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, 2026FIRST TRUST ADVISORS LP holds $513,973,533 across 10 Healthcare Plans names. UNH ranks #3 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ELV |
Elevance Health, Inc.
|
490,016 | $189,503,887 | |
| 2 | HUM |
Humana Inc
|
214,226 | $85,094,851 | |
| 3 | UNH |
Unitedhealth Group Inc
This page
|
145,205 | $60,351,554 | |
| 4 | CI |
Cigna Group
|
207,440 | $57,187,059 | |
| 5 | CVS |
CVS HEALTH Corp
|
432,993 | $44,793,125 | |
| 6 | MOH |
Molina Healthcare, Inc.
|
159,013 | $36,366,273 | |
| 7 | ALHC |
Alignment Healthcare, Inc.
|
663,761 | $15,804,149 | |
| 8 | CNC |
Centene Corp
|
212,915 | $13,667,013 |
All Filings in UNH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $60,351,554 | 145,205 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $41,535,835 | 153,501 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $59,008,152 | 178,753 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $96,065,567 | 278,209 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $30,146,285 | 96,632 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $94,483,452 | 180,398 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $108,777,099 | 215,034 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $98,144,384 | 167,860 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $273,375,860 | 536,810 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $268,723,018 | 543,204 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $282,210,558 | 536,043 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $222,035,192 | 440,380 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $274,878,016 | 571,900 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $214,498,203 | 453,878 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $377,096,356 | 711,261 | Shares | Other | 2023-02-09 | |
| 2022-09-30 | $373,251,327 | 739,053 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $417,478,977 | 812,801 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $452,573,895 | 887,452 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $251,485,771 | 500,828 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $260,844,738 | 667,566 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $267,984,859 | 669,226 | Shares | Sole | 2021-10-12 | |
| 2021-03-31 | $39,508,625 | 106,186 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $182,748,816 | 521,127 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $32,361,726 | 103,800 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $44,965,422 | 152,451 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $47,642,053 | 191,042 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||