Position in UNH
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,241,902
+$426,615 QoQ
Shares Held
2,988
-0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,673
of 3,349 holders
Holding Since
Jun 2021
18 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, 2026KLCM Advisors, Inc. holds $1,660,931 across 3 Healthcare Plans names. UNH ranks #1 (74.8% of the industry book) .
All Filings in UNH
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,241,902 | 2,988 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $815,287 | 3,013 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,017,068 | 3,081 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,003,787 | 2,907 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $991,128 | 3,177 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,663,953 | 3,177 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,640,503 | 3,243 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,866,883 | 3,193 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,774,771 | 3,485 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,736,397 | 3,510 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $2,111,144 | 4,010 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,418,790 | 2,814 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,374,630 | 2,860 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,692,817 | 3,582 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,778,753 | 3,355 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,643,905 | 3,255 | Shares | Sole | 2022-11-14 | |
| 2021-09-30 | $225,847 | 578 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $231,454 | 578 | Shares | Sole | 2021-08-03 | |
| No filing history on record for this holder in this stock. | ||||||