Position in UNH
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$877,807
-$552,529 QoQ
Shares Held
2,112
-60.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,916
of 3,349 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 51%
Shared 49%
None 0%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Broderick Brian C holds $1,112,410 across 2 Healthcare Plans names. UNH ranks #1 (78.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
2,112 | $877,807 | |
| 2 | CI |
Cigna Group
|
851 | $234,603 |
All Filings in UNH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $877,807 | 2,112 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,430,336 | 5,286 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $3,909,819 | 11,844 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,764,426 | 19,590 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $6,979,076 | 22,371 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $11,913,739 | 22,747 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $11,513,877 | 22,761 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $12,568,864 | 21,497 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $10,896,635 | 21,397 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $10,277,390 | 20,775 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $9,796,023 | 18,607 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $9,021,973 | 17,894 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $7,824,816 | 16,280 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $7,368,148 | 15,591 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $7,851,963 | 14,810 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $7,262,977 | 14,381 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $6,947,355 | 13,526 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $6,902,951 | 13,536 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $6,745,746 | 13,434 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $4,770,542 | 12,209 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $4,494,536 | 11,224 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $3,790,275 | 10,187 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $3,398,437 | 9,691 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,828,685 | 9,073 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $917,291 | 3,110 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $367,334 | 1,473 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||