Position in UNH
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$101,264,508
+$29,774,630 QoQ
Shares Held
243,641
-7.8% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#253
of 3,349 holders
Holding Since
Mar 2020
25 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, 2026Janney Montgomery Scott LLC holds $171,785,388 across 8 Healthcare Plans names. UNH ranks #1 (58.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
243,641 | $101,264,508 | |
| 2 | CVS |
CVS HEALTH Corp
|
340,755 | $35,251,104 | |
| 3 | ELV |
Elevance Health, Inc.
|
51,785 | $20,026,813 | |
| 4 | CI |
Cigna Group
|
34,193 | $9,426,326 | |
| 5 | OSCR |
Oscar Health, Inc.
|
65,942 | $1,880,665 | |
| 6 | CNC |
Centene Corp
|
28,600 | $1,835,834 | |
| 7 | HUM |
Humana Inc
|
4,538 | $1,802,584 | |
| 8 | PGNY |
Progyny, Inc.
|
10,321 | $297,554 |
All Filings in UNH
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $101,264,508 | 243,641 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $71,489,878 | 264,200 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $71,009,301 | 215,108 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $72,315,488 | 209,428 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $62,173,125 | 199,292 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $150,241,353 | 286,857 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $151,159,567 | 298,817 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $183,997,626 | 314,698 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $161,162,456 | 316,464 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $159,674,813 | 322,771 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $173,714,566 | 329,961 | Shares | Sole | 2024-02-08 | |
| 2023-06-30 | $181,077,274 | 376,742 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $171,006,218 | 361,849 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $192,936,213 | 363,907 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $182,438,629 | 361,236 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $180,940,034 | 352,277 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $180,276,944 | 353,505 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $173,022,881 | 344,571 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $132,789,080 | 339,840 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $131,490,080 | 328,364 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $119,586,646 | 321,409 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $107,646,836 | 306,966 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $93,340,508 | 299,389 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $85,257,657 | 289,058 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $67,999,940 | 272,676 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||