Position in UNH
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$13,739,896
+$4,771,191 QoQ
Shares Held
33,058
-0.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#633
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, 2026Bragg Financial Advisors, Inc holds $17,407,041 across 3 Healthcare Plans names. UNH ranks #1 (78.9% of the industry book) .
All Filings in UNH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,739,896 | 33,058 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $8,968,705 | 33,145 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $10,275,664 | 31,128 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $10,496,774 | 30,399 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $9,803,033 | 31,423 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $16,184,922 | 30,902 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $15,697,847 | 31,032 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $18,881,655 | 32,294 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $16,571,320 | 32,540 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $16,012,944 | 32,369 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $17,310,860 | 32,881 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $17,399,596 | 34,510 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $16,749,342 | 34,848 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $16,388,948 | 34,679 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $18,292,800 | 34,503 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $17,821,851 | 35,288 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $18,862,548 | 36,724 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $18,731,198 | 36,730 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $18,341,165 | 36,526 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $14,272,169 | 36,526 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $14,542,779 | 36,317 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $13,550,417 | 36,419 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $12,620,271 | 35,988 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $11,165,730 | 35,814 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $10,884,834 | 36,904 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $9,048,005 | 36,282 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||