Position in UNH
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$5,411,086
+$1,895,311 QoQ
Shares Held
13,019
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#944
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, 2026Roundview Capital LLC holds $6,831,764 across 2 Healthcare Plans names. UNH ranks #1 (79.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
13,019 | $5,411,086 | |
| 2 | CVS |
CVS HEALTH Corp
|
13,733 | $1,420,678 |
All Filings in UNH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,411,086 | 13,019 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $3,515,775 | 12,993 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $5,935,047 | 17,979 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $6,201,242 | 17,959 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,956,891 | 15,889 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $10,126,182 | 19,334 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $11,856,852 | 23,439 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $14,429,317 | 24,679 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $12,622,009 | 24,785 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $13,559,727 | 27,410 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $13,819,311 | 26,249 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $13,115,998 | 26,014 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $12,029,938 | 25,029 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $10,551,989 | 22,328 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $11,565,346 | 21,814 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $10,786,139 | 21,357 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $10,830,402 | 21,086 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $10,817,483 | 21,212 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $10,433,464 | 20,778 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $7,676,087 | 19,645 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $7,117,821 | 17,775 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $6,171,897 | 16,588 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $5,758,165 | 16,420 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $4,912,559 | 15,757 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $4,673,482 | 15,845 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $3,825,738 | 15,341 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||