Position in UNH
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$267,250
+$71,416 QoQ
Shares Held
643
+64.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#2,809
of 3,349 holders
Holding Since
Sep 2020
6 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, 2026Paragon Capital Management Ltd holds $1,058,226 across 4 Healthcare Plans names. UNH ranks #2 (25.3% of the industry book) .
All Filings in UNH
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $267,250 | 643 | Shares | Sole | 2026-07-29 | |
| 2021-12-31 | $195,834 | 390 | Shares | Sole | 2022-01-27 | |
| 2021-06-30 | $546,600 | 1,365 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $403,695 | 1,085 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $380,487 | 1,085 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $374,124 | 1,200 | Shares | Sole | 2020-10-22 | |
| No filing history on record for this holder in this stock. | ||||||