Position in UNH
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$17,572,005
+$5,109,442 QoQ
Shares Held
42,278
-8.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#574
of 3,349 holders
Holding Since
Mar 2020
26 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, 2026Prospera Financial Services Inc holds $28,507,511 across 5 Healthcare Plans names. UNH ranks #1 (61.6% of the industry book) .
All Filings in UNH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,572,005 | 42,278 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $12,462,563 | 46,057 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $15,771,335 | 47,776 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $14,439,410 | 41,817 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $13,123,330 | 42,066 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $13,693,967 | 26,146 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $13,627,868 | 26,940 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $11,065,653 | 18,926 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $9,435,060 | 18,527 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $9,004,034 | 18,201 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $13,990,413 | 26,574 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $13,168,938 | 26,119 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $13,035,437 | 27,121 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $11,713,615 | 24,786 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $11,201,112 | 21,127 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $13,017,406 | 25,775 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $10,456,993 | 20,359 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $8,207,457 | 16,094 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $5,733,936 | 11,419 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $4,323,538 | 11,065 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $4,154,565 | 10,375 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $3,879,945 | 10,428 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $3,752,276 | 10,700 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $125,019 | 401 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $2,967,786 | 10,062 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $2,449,410 | 9,822 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||