Position in UNH
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$32,405,007
+$14,407,796 QoQ
Shares Held
77,966
+17.2% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#446
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, 2026BENJAMIN EDWARDS INC holds $41,641,141 across 6 Healthcare Plans names. UNH ranks #1 (77.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
77,966 | $32,405,007 | |
| 2 | CVS |
CVS HEALTH Corp
|
45,247 | $4,680,802 | |
| 3 | ELV |
Elevance Health, Inc.
|
4,105 | $1,587,526 | |
| 4 | CI |
Cigna Group
|
4,560 | $1,257,100 | |
| 5 | ALHC |
Alignment Healthcare, Inc.
|
50,200 | $1,195,261 | |
| 6 | CNC |
Centene Corp
|
8,030 | $515,445 |
All Filings in UNH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,405,007 | 77,966 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $17,997,211 | 66,511 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $19,094,222 | 57,842 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $18,164,160 | 52,604 | Shares | Defined | 2025-10-23 | |
| 2025-06-30 | $13,619,986 | 43,658 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $24,580,111 | 46,931 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $23,919,589 | 47,285 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $26,045,739 | 44,547 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,649,493 | 3,239 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $1,822,474 | 3,684 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $1,497,807 | 2,845 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $1,485,343 | 2,946 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,497,193 | 3,115 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $1,517,486 | 3,211 | Shares | Defined | 2023-04-27 | |
| 2022-12-31 | $1,619,169 | 3,054 | Shares | Defined | 2023-02-07 | |
| 2022-09-30 | $1,320,174 | 2,614 | Shares | Defined | 2022-10-28 | |
| 2022-06-30 | $1,277,397 | 2,487 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $937,834 | 1,839 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $621,649 | 1,238 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $263,358 | 674 | Shares | Defined | 2021-11-02 | |
| 2021-06-30 | $197,416 | 493 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $174,128 | 468 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $613,690 | 1,750 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $575,839 | 1,847 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $499,940 | 1,695 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $9,725 | 39 | Shares | Defined | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||