PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
Position in UNH — Unitedhealth Group Inc
CIK 1238990
EDINA, MN
Position in UNH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$11,230,738
+$3,936,714 QoQ
Shares Held
27,021
+0.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#706
of 3,349 holders
Holding Since
Mar 2020
20 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, 2026PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. holds $20,211,768 across 2 Healthcare Plans names. UNH ranks #1 (55.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
27,021 | $11,230,738 | |
| 2 | ELV |
Elevance Health, Inc.
|
23,223 | $8,981,030 |
All Filings in UNH
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,230,738 | 27,021 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $7,294,024 | 26,956 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $10,142,629 | 30,725 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $9,175,311 | 26,572 | Shares | Sole | 2025-11-14 | |
| 2023-12-31 | $20,438,091 | 38,821 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $19,573,159 | 38,821 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $18,687,763 | 38,881 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $18,376,662 | 38,885 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $20,613,398 | 38,880 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $19,424,343 | 38,461 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $19,711,578 | 38,377 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $19,553,779 | 38,343 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $19,249,034 | 38,334 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $14,997,382 | 38,382 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $15,369,287 | 38,381 | Shares | Sole | 2021-09-10 | |
| 2021-03-31 | $14,280,418 | 38,381 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $13,459,449 | 38,381 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $11,965,732 | 38,380 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $11,320,181 | 38,380 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $9,570,955 | 38,379 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||