Position in UNH
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,404,413
+$657,585 QoQ
Shares Held
3,379
+22.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#1,609
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, 2026ASPIRIANT, LLC holds $2,511,730 across 4 Healthcare Plans names. UNH ranks #1 (55.9% of the industry book) .
All Filings in UNH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,404,413 | 3,379 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $746,828 | 2,760 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $998,912 | 3,026 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,062,142 | 3,076 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,048,531 | 3,361 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $2,208,653 | 4,217 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $2,275,358 | 4,498 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $2,620,535 | 4,482 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $2,193,892 | 4,308 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $3,001,344 | 6,067 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $3,054,052 | 5,801 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $2,578,931 | 5,115 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $2,214,789 | 4,608 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $2,096,409 | 4,436 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $2,406,487 | 4,539 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $2,042,886 | 4,045 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $1,936,898 | 3,771 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $1,920,037 | 3,765 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,750,460 | 3,486 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,086,257 | 2,780 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $1,191,709 | 2,976 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,025,796 | 2,757 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $928,249 | 2,647 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $800,313 | 2,567 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $795,480 | 2,697 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $680,059 | 2,727 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||