Position in UNH
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$210,724
-$155,377 QoQ
Shares Held
507
-27.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#3,013
of 3,353 holders
Holding Since
Sep 2024
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, 2026Fort Sheridan Advisors LLC holds $1,440,604 across 3 Healthcare Plans names. UNH ranks #3 (14.6% of the industry book) .
All Filings in UNH
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $210,724 | 507 | Shares | Sole | 2026-08-05 | |
| 2025-03-31 | $366,101 | 699 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $298,457 | 590 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $344,961 | 590 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||