Position in UNH
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$266,418
+$51,847 QoQ
Shares Held
641
-1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#2,816
of 3,353 holders
Holding Since
Dec 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, 2026ALBERT D MASON INC holds $1,308,780 across 2 Healthcare Plans names. UNH ranks #2 (20.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
|
10,076 | $1,042,362 | |
| 2 | UNH |
Unitedhealth Group Inc
This page
|
641 | $266,418 |
All Filings in UNH
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $266,418 | 641 | Shares | Sole | 2026-07-22 | |
| 2025-12-31 | $214,571 | 650 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $289,016 | 837 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $272,349 | 873 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $468,232 | 894 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $452,238 | 894 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $520,949 | 891 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $451,204 | 886 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $440,283 | 890 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $472,770 | 898 | Shares | Sole | 2024-01-03 | |
| 2023-09-30 | $452,762 | 898 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $417,195 | 868 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $280,718 | 594 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $278,874 | 526 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $243,429 | 482 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $245,001 | 477 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $243,255 | 477 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $239,520 | 477 | Shares | Sole | 2022-01-25 | |
| No filing history on record for this holder in this stock. | ||||||