Position in UNH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$328,763
+$98,794 QoQ
Shares Held
791
+18.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2,632
of 3,349 holders
Holding Since
Mar 2021
20 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, 2026Family Manage LLC holds $3,001,448 across 3 Healthcare Plans names. UNH ranks #3 (11.0% of the industry book) .
All Filings in UNH
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $328,763 | 791 | Shares | Sole | 2026-08-14 | |
| 2025-09-30 | $229,969 | 666 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $208,083 | 667 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $394,383 | 753 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $386,982 | 765 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $455,465 | 779 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $411,482 | 808 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $531,307 | 1,074 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $555,425 | 1,055 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $525,365 | 1,042 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $522,455 | 1,087 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $528,828 | 1,119 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $642,047 | 1,211 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $577,765 | 1,144 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $581,429 | 1,132 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $577,286 | 1,132 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $591,520 | 1,178 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $445,834 | 1,141 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $482,129 | 1,204 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $245,566 | 660 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||