Position in UNH
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$209,893
+$16,285 QoQ
Shares Held
505
+31.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#3,013
of 3,349 holders
Holding Since
Sep 2020
9 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, 2026Verus Financial Partners, Inc. holds $974,458 across 2 Healthcare Plans names. UNH ranks #2 (21.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ELV |
Elevance Health, Inc.
|
1,977 | $764,565 | |
| 2 | UNH |
Unitedhealth Group Inc
This page
|
505 | $209,893 |
All Filings in UNH
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $209,893 | 505 | Shares | Sole | 2026-07-21 | |
| 2023-09-30 | $193,608 | 384 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $198,023 | 412 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $203,686 | 431 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $231,688 | 437 | Shares | Sole | 2023-05-08 | |
| 2022-09-30 | $239,894 | 475 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $231,133 | 450 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $228,976 | 449 | Shares | Sole | 2022-04-15 | |
| 2020-09-30 | $602,027 | 1,931 | Shares | Sole | 2020-11-03 | |
| No filing history on record for this holder in this stock. | ||||||