Position in UNH
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$17,311,405
+$5,749,095 QoQ
Shares Held
41,651
-2.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#578
of 3,349 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026EAGLE GLOBAL ADVISORS LLC holds $18,434,855 across 2 Healthcare Plans names. UNH ranks #1 (93.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
41,651 | $17,311,405 | |
| 2 | ELV |
Elevance Health, Inc.
|
2,905 | $1,123,450 |
All Filings in UNH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,311,405 | 41,651 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $11,562,310 | 42,730 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $14,493,149 | 43,904 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $15,351,692 | 44,459 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $15,435,963 | 49,479 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $19,492,403 | 37,217 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $18,819,509 | 37,203 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $21,023,923 | 35,958 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $18,395,489 | 36,122 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $17,921,991 | 36,228 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $19,099,805 | 36,279 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $18,602,594 | 36,896 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $17,764,935 | 36,961 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $18,231,104 | 38,577 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $20,555,608 | 38,771 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $19,609,188 | 38,827 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $19,997,670 | 38,934 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $19,864,861 | 38,953 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $19,567,391 | 38,968 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $15,423,289 | 39,472 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $15,368,086 | 38,378 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $13,987,227 | 37,593 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $13,370,376 | 38,127 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $11,907,119 | 38,192 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $6,744,621 | 22,867 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $5,666,412 | 22,722 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||