Position in UNH
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$64,838
+$23,438 QoQ
Shares Held
156
+2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#3,185
of 3,349 holders
Holding Since
Mar 2020
26 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, 2026WestEnd Advisors, LLC holds $75,319 across 6 Healthcare Plans names. UNH ranks #1 (86.1% 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 | $64,838 | 156 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $41,400 | 153 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $206,648 | 626 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $221,337 | 641 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $19,841,603 | 63,601 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $36,387,531 | 69,475 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $36,546,867 | 72,247 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $46,504,862 | 79,539 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $40,517,744 | 79,562 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $34,501,862 | 69,743 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $37,496,772 | 71,223 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $36,667,721 | 72,726 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $31,898,154 | 66,366 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $32,665,893 | 69,121 | Principal | Other | 2023-04-28 | |
| 2022-12-31 | $34,206,153 | 64,518 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $34,605,845 | 68,521 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $38,968,594 | 75,869 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $45,424,047 | 89,072 | Principal | Other | 2022-04-26 | |
| 2021-12-31 | $55,373,990 | 110,276 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $42,864,959 | 109,702 | Principal | Sole | 2021-10-26 | |
| 2021-06-30 | $43,863,797 | 109,539 | Principal | Sole | 2021-07-15 | |
| 2021-03-31 | $45,915,298 | 123,405 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $37,371,616 | 106,569 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $34,367,030 | 110,232 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $32,999,595 | 111,882 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $27,988,665 | 112,233 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||