West Family Investments, Inc.

Position in UNH — Unitedhealth Group Inc

CIK 1568303 CARLSBAD, CA

Position in UNH

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,288,453

+$1,021,922 QoQ

Shares Held

3,100

+214.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#1,652

of 3,349 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

West Family Investments, Inc. holds $2,928,976 across 6 Healthcare Plans names. UNH ranks #1 (44.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	3,100	$1,288,453
2	CNC	Centene Corp	9,373	$601,652
3	ELV	Elevance Health, Inc.	854	$330,267
4	MOH	Molina Healthcare, Inc.	1,223	$279,700
5	CI	Cigna Group	919	$253,349
6	CVS	CVS HEALTH Corp	22,696	$175,555

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,288,453	3,100	+214.7%	Shares	Sole	2026-08-10
2026-03-31	$266,531	985	-78.3%	Shares	Sole	2026-05-07
2025-12-31	$1,501,010	4,547	+25.3%	Shares	Sole	2026-02-11
2025-09-30	$1,252,748	3,628	-15.0%	Shares	Sole	2025-11-12
2025-06-30	$1,331,799	4,269	+11.6%	Shares	Sole	2025-08-13
2025-03-31	$2,002,820	3,824	+5.8%	Shares	Sole	2025-05-02
2024-12-31	$1,827,672	3,613	-12.7%	Shares	Sole	2025-02-07
2024-09-30	$2,419,990	4,139	-67.5%	Shares	Sole	2024-11-08
2024-06-30	$6,484,916	12,734	-2.4%	Shares	Sole	2024-08-05
2024-03-31	$6,457,319	13,053	+2.9%	Shares	Sole	2024-05-13
2023-12-31	$6,677,745	12,684	+2.3%	Shares	Sole	2024-02-06
2023-09-30	$6,250,443	12,397	-1.9%	Shares	Sole	2023-11-02
2023-06-30	$6,073,367	12,636	-1.3%	Shares	Sole	2023-08-16
2023-03-31	$6,047,734	12,797	+1.8%	Shares	Sole	2023-05-03
2022-12-31	$6,667,543	12,576	+1.9%	Shares	Sole	2023-02-08
2022-09-30	$6,233,203	12,342	+0.2%	Shares	Sole	2022-11-04
2022-06-30	$6,323,812	12,312	+0.6%	Shares	Sole	2022-08-12
2022-03-31	$6,243,562	12,243	+0.1%	Shares	Sole	2022-05-13
2021-12-31	$6,143,682	12,235	-2.8%	Shares	Sole	2022-02-15
2021-09-30	$4,920,198	12,592	+3.5%	Shares	Sole	2022-02-15
2021-06-30	$4,874,155	12,172	+30.0%	Shares	Sole	2022-02-15
2021-03-31	$3,484,063	9,364	+0.7%	Shares	Sole	2021-05-12
2020-12-31	$3,261,324	9,300	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.