Position in UNH
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,205,327
+$555,911 QoQ
Shares Held
2,900
+20.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,690
of 3,349 holders
Holding Since
Dec 2025
3 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, 2026SBI Okasan Asset Management Co.Ltd. holds $2,790,920 across 2 Healthcare Plans names. UNH ranks #2 (43.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ELV |
Elevance Health, Inc.
|
4,100 | $1,585,593 | |
| 2 | UNH |
Unitedhealth Group Inc
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|
2,900 | $1,205,327 |
All Filings in UNH
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,205,327 | 2,900 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $649,416 | 2,400 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $792,264 | 2,400 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||