Position in UNH
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,293,867
+$1,693,598 QoQ
Shares Held
7,925
+34.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.35%
of 13F equity value
Holder Rank
#1,162
of 3,349 holders
Holding Since
Sep 2025
4 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, 2026Shoker Investment Counsel, Inc. holds $3,559,937 across 2 Healthcare Plans names. UNH ranks #1 (92.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
7,925 | $3,293,867 | |
| 2 | ELV |
Elevance Health, Inc.
|
688 | $266,070 |
All Filings in UNH
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,293,867 | 7,925 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,600,269 | 5,914 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,519,069 | 7,631 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,725,452 | 7,893 | Shares | Sole | 2025-10-31 | |
| No filing history on record for this holder in this stock. | ||||||