Position in UNH
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$297,175
+$111,551 QoQ
Shares Held
715
+4.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,716
of 3,349 holders
Holding Since
Jun 2020
25 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, 2026Bollard Group LLC holds $2,129,377 across 2 Healthcare Plans names. UNH ranks #2 (14.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
|
17,711 | $1,832,202 | |
| 2 | UNH |
Unitedhealth Group Inc
This page
|
715 | $297,175 |
All Filings in UNH
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $297,175 | 715 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $185,624 | 686 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $228,766 | 693 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $812,145 | 2,352 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $729,073 | 2,337 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $6,323,757 | 12,074 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $6,095,107 | 12,049 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $3,992,195 | 6,828 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $3,471,116 | 6,816 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $3,320,426 | 6,712 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $3,527,349 | 6,700 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $3,417,904 | 6,779 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $3,743,224 | 7,788 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $3,630,436 | 7,682 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $4,064,890 | 7,667 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $3,866,081 | 7,655 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $3,925,160 | 7,642 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $3,890,051 | 7,628 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $3,924,726 | 7,816 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $1,367,199 | 3,499 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $837,720 | 2,092 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $775,393 | 2,084 | Shares | Defined | 2021-05-11 | |
| 2020-12-31 | $730,817 | 2,084 | Shares | Defined | 2021-02-04 | |
| 2020-09-30 | $649,728 | 2,084 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,100,458 | 3,731 | Shares | Defined | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||