Position in UNH
as of Jun 30, 2026
· filed Aug 24, 2026
Position Value
$1,120,954
+$350,044 QoQ
Shares Held
2,697
-5.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#1,735
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, 2026Strategic Financial Services, Inc. holds $1,399,399 across 2 Healthcare Plans names. UNH ranks #1 (80.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
2,697 | $1,120,954 | |
| 2 | ELV |
Elevance Health, Inc.
|
720 | $278,445 |
All Filings in UNH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,120,954 | 2,697 | Shares | Sole | 2026-08-24 | |
| 2026-03-31 | $770,910 | 2,849 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $957,319 | 2,900 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,489,624 | 4,314 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,740,792 | 5,580 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $2,859,675 | 5,460 | Shares | Sole | 2025-05-23 | |
| 2024-12-31 | $2,791,841 | 5,519 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $3,235,034 | 5,533 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,856,439 | 5,609 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,932,086 | 5,927 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $3,307,284 | 6,282 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $3,237,403 | 6,421 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $3,110,221 | 6,471 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $3,087,430 | 6,533 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,498,127 | 6,598 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,609,520 | 7,147 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $4,119,826 | 8,021 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $4,728,951 | 9,273 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $5,121,325 | 10,199 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $4,264,145 | 10,913 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $4,464,906 | 11,150 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $4,297,036 | 11,549 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $4,488,704 | 12,800 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $4,312,090 | 13,831 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $4,371,748 | 14,822 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $4,764,155 | 19,104 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||