Position in UNH
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$491,274
+$199,037 QoQ
Shares Held
1,182
+9.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#2,326
of 3,349 holders
Holding Since
Jun 2022
15 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, 2026Allen Capital Group, LLC holds $1,430,696 across 3 Healthcare Plans names. UNH ranks #2 (34.3% of the industry book) .
All Filings in UNH
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $491,274 | 1,182 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $292,237 | 1,080 | Shares | Sole | 2026-05-27 | |
| 2025-12-31 | $6,852,753 | 20,759 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $6,495,093 | 18,810 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $5,046,738 | 16,177 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $6,667,861 | 12,731 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $5,489,592 | 10,852 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $6,043,837 | 10,337 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,116,025 | 10,046 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $4,579,437 | 9,257 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $279,029 | 530 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $222,347 | 441 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $201,388 | 419 | Shares | Sole | 2023-07-24 | |
| 2022-09-30 | $214,136 | 424 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $223,429 | 435 | Shares | Sole | 2022-07-27 | |
| No filing history on record for this holder in this stock. | ||||||