Position in UNH
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$4,013,323
+$1,339,083 QoQ
Shares Held
9,656
-2.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.92%
of 13F equity value
Holder Rank
#1,066
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, 2026Plancorp, LLC holds $5,736,607 across 5 Healthcare Plans names. UNH ranks #1 (70.0% 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 | $4,013,323 | 9,656 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $2,674,240 | 9,883 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $3,345,004 | 10,133 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,504,795 | 10,150 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $3,710,883 | 11,895 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $6,431,650 | 12,280 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,477,537 | 12,805 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $6,486,439 | 11,094 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,841,721 | 11,471 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $5,663,325 | 11,448 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $6,079,149 | 11,547 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $5,707,430 | 11,320 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $5,286,078 | 10,998 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $5,200,380 | 11,004 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $5,849,475 | 11,033 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $5,948,866 | 11,779 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $6,023,339 | 11,727 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $5,956,959 | 11,681 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $5,750,005 | 11,451 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $4,389,963 | 11,235 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $4,467,709 | 11,157 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $4,162,347 | 11,187 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $3,992,141 | 11,384 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $2,959,632 | 9,493 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $2,810,873 | 9,530 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $2,087,809 | 8,372 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||