Position in UNH
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,283,885
+$1,653,682 QoQ
Shares Held
5,495
+135.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#1,335
of 3,349 holders
Holding Since
Jun 2021
21 quarters on record
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026KELLEHER FINANCIAL ADVISORS holds $2,339,629 across 5 Healthcare Plans names. UNH ranks #1 (97.6% of the industry book) .
All Filings in UNH
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,283,885 | 5,495 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $630,203 | 2,329 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $723,270 | 2,191 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $716,497 | 2,075 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $678,534 | 2,175 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $656,782 | 1,254 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,676,925 | 3,315 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,913,072 | 3,272 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,673,937 | 3,287 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,591,449 | 3,217 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,129,804 | 2,146 | Shares | Sole | 2024-04-25 | |
| 2023-09-30 | $1,081,487 | 2,145 | Shares | Sole | 2024-04-25 | |
| 2023-06-30 | $937,728 | 1,951 | Shares | Sole | 2024-04-25 | |
| 2023-03-31 | $932,892 | 1,974 | Shares | Sole | 2024-04-25 | |
| 2022-12-31 | $1,046,575 | 1,974 | Shares | Sole | 2024-04-25 | |
| 2022-09-30 | $993,918 | 1,968 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,492,608 | 2,906 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,011,270 | 1,983 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $972,143 | 1,936 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,113,609 | 2,850 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $775,652 | 1,937 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||