Position in UNH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$448,880
+$129,584 QoQ
Shares Held
1,080
-8.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#2,388
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, 2026Aldebaran Financial Inc. holds $715,336 across 2 Healthcare Plans names. UNH ranks #1 (62.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
1,080 | $448,880 | |
| 2 | ELV |
Elevance Health, Inc.
|
689 | $266,456 |
All Filings in UNH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $448,880 | 1,080 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $319,296 | 1,180 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $348,266 | 1,055 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $400,548 | 1,160 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $305,106 | 978 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $512,227 | 978 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $494,731 | 978 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $571,817 | 978 | Shares | Sole | 2024-11-21 | |
| 2024-06-30 | $498,056 | 978 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $414,558 | 838 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $529,102 | 1,005 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $506,710 | 1,005 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $483,043 | 1,005 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $477,788 | 1,011 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $487,765 | 920 | Shares | Sole | 2023-03-06 | |
| 2022-09-30 | $464,636 | 920 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $624,060 | 1,215 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $606,864 | 1,190 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $610,100 | 1,215 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $486,471 | 1,245 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $508,558 | 1,270 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $472,528 | 1,270 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $480,431 | 1,370 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $423,383 | 1,358 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $399,362 | 1,354 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $343,645 | 1,378 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||