Position in UNH
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,059,856
+$369,852 QoQ
Shares Held
2,550
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#1,783
of 3,349 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Alpha Family Trust holds $2,093,090 across 4 Healthcare Plans names. UNH ranks #1 (50.6% of the industry book) .
All Filings in UNH
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,059,856 | 2,550 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $690,004 | 2,550 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $817,022 | 2,475 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $854,617 | 2,475 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $491,352 | 1,575 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $953,225 | 1,820 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $920,665 | 1,820 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,064,117 | 1,820 | Shares | Defined | 2024-11-07 | |
| 2024-06-30 | $926,853 | 1,820 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $974,559 | 1,970 | Shares | Defined | 2024-05-09 | |
| 2023-12-31 | $1,037,145 | 1,970 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $993,254 | 1,970 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $874,764 | 1,820 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $905,009 | 1,915 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $919,862 | 1,735 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $616,148 | 1,220 | Shares | Defined | 2022-11-08 | |
| 2022-06-30 | $603,515 | 1,175 | Shares | Defined | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||