Position in UNH
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,785,967
+$970,309 QoQ
Shares Held
6,703
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#1,239
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, 2026HOLDERNESS INVESTMENTS CO holds $3,113,800 across 2 Healthcare Plans names. UNH ranks #1 (89.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
6,703 | $2,785,967 | |
| 2 | CVS |
CVS HEALTH Corp
|
3,169 | $327,833 |
All Filings in UNH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,785,967 | 6,703 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,815,658 | 6,710 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,319,352 | 7,026 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,854,249 | 8,266 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,256,654 | 10,439 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $5,341,202 | 10,198 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $5,099,068 | 10,080 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $5,698,291 | 9,746 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,927,090 | 9,675 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,809,968 | 9,723 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $5,090,964 | 9,670 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $4,924,423 | 9,767 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $4,713,636 | 9,807 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $4,570,890 | 9,672 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $5,067,460 | 9,558 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $4,870,605 | 9,644 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,998,647 | 9,732 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $5,147,127 | 10,093 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $5,179,071 | 10,314 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $4,031,264 | 10,317 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $4,209,425 | 10,512 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $3,896,689 | 10,473 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $3,784,538 | 10,792 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $3,325,027 | 10,665 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $3,053,912 | 10,354 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,597,043 | 10,414 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||