Hamilton Point Investment Advisors, LLC
Position in UNH — Unitedhealth Group Inc
CIK 1599746
CHAPEL HILL, NC
Position in UNH
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$605,572
+$211,323 QoQ
Shares Held
1,457
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#2,181
of 3,349 holders
Holding Since
Jun 2024
9 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, 2026Hamilton Point Investment Advisors, LLC holds $914,884 across 2 Healthcare Plans names. UNH ranks #1 (66.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
1,457 | $605,572 | |
| 2 | CI |
Cigna Group
|
1,122 | $309,312 |
All Filings in UNH
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $605,572 | 1,457 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $394,249 | 1,457 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $532,797 | 1,614 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $576,996 | 1,671 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $521,301 | 1,671 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $840,095 | 1,604 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $883,737 | 1,747 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $240,888 | 412 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $209,815 | 412 | Shares | Sole | 2024-08-06 | |
| No filing history on record for this holder in this stock. | ||||||