Position in UNH
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$356,096
-$72,716 QoQ
Shares Held
1,316
+1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 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 Mar 31, 2026BROWN, LISLE/CUMMINGS, INC. holds $2,214,704 across 4 Healthcare Plans names. UNH ranks #3 (16.1% of the industry book) .
All Filings in UNH
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $356,096 | 1,316 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $428,812 | 1,299 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $464,083 | 1,344 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $432,078 | 1,385 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $718,585 | 1,372 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $683,922 | 1,352 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $780,547 | 1,335 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $692,593 | 1,360 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $672,792 | 1,360 | Shares | Sole | 2024-07-01 | |
| 2023-12-31 | $715,999 | 1,360 | Shares | Sole | 2024-07-01 | |
| 2023-09-30 | $665,530 | 1,320 | Shares | Sole | 2024-07-01 | |
| 2023-06-30 | $634,444 | 1,320 | Shares | Sole | 2024-07-01 | |
| 2023-03-31 | $579,395 | 1,226 | Shares | Sole | 2024-07-01 | |
| 2022-12-31 | $634,095 | 1,196 | Shares | Sole | 2024-07-01 | |
| 2022-09-30 | $604,027 | 1,196 | Shares | Sole | 2024-07-01 | |
| 2022-06-30 | $614,301 | 1,196 | Shares | Sole | 2024-07-01 | |
| 2022-03-31 | $622,673 | 1,221 | Shares | Sole | 2024-07-01 | |
| 2021-12-31 | $605,078 | 1,205 | Shares | Sole | 2024-07-01 | |
| No filing history on record for this holder in this stock. | ||||||