Position in UNH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$917,295
+$311,715 QoQ
Shares Held
2,207
-1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,888
of 3,353 holders
Holding Since
Sep 2020
24 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 Jun 30, 2026SFMG, LLC holds $2,216,282 across 3 Healthcare Plans names. UNH ranks #2 (41.4% of the industry book) .
All Filings in UNH
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $917,295 | 2,207 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $605,580 | 2,238 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $699,172 | 2,118 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $736,179 | 2,132 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $540,020 | 1,731 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $859,473 | 1,641 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $946,464 | 1,871 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $898,653 | 1,537 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $754,214 | 1,481 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $777,173 | 1,571 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $770,752 | 1,464 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $707,378 | 1,403 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $677,221 | 1,409 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $746,219 | 1,579 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $832,912 | 1,571 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $808,569 | 1,601 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $753,495 | 1,467 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $498,240 | 977 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $752,707 | 1,499 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $577,513 | 1,478 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $554,609 | 1,385 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $497,829 | 1,338 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $463,949 | 1,323 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $210,756 | 676 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||