Position in UNH
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$22,159,313
+$7,362,911 QoQ
Shares Held
53,315
-2.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
2.10%
of 13F equity value
Holder Rank
#526
of 3,349 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 77%
Shared 0%
None 23%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026NOVARE CAPITAL MANAGEMENT LLC holds $22,366,600 across 2 Healthcare Plans names. UNH ranks #1 (99.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
53,315 | $22,159,313 | |
| 2 | ELV |
Elevance Health, Inc.
|
536 | $207,287 |
All Filings in UNH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,159,313 | 53,315 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $14,796,402 | 54,682 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $18,762,792 | 56,838 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $19,513,248 | 56,511 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $16,692,578 | 53,507 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $24,266,908 | 46,333 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $23,617,591 | 46,688 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $27,033,849 | 46,237 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $23,554,802 | 46,253 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $22,681,995 | 45,850 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $22,599,251 | 42,926 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $21,449,755 | 42,543 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $19,960,498 | 41,529 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $19,281,199 | 40,799 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $21,363,072 | 40,294 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $20,671,287 | 40,930 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $21,132,792 | 41,144 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $21,699,733 | 42,551 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $22,678,148 | 45,163 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $18,032,260 | 46,149 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $18,230,031 | 45,525 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $16,440,285 | 44,186 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $14,733,118 | 42,013 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $9,089,966 | 29,156 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $8,652,653 | 29,336 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $7,601,102 | 30,480 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||