Position in UNH
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$3,114,731
+$1,122,648 QoQ
Shares Held
7,494
+1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#1,193
of 3,340 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, 2026Fragasso Financial Advisors Inc holds $4,334,350 across 4 Healthcare Plans names. UNH ranks #1 (71.9% 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 | $3,114,731 | 7,494 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,992,083 | 7,362 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $2,501,243 | 7,577 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $2,813,504 | 8,148 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $2,584,671 | 8,285 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $4,677,611 | 8,931 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $7,395,167 | 14,619 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $9,376,513 | 16,037 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $8,362,558 | 16,421 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $7,885,023 | 15,939 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $8,421,414 | 15,996 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $8,790,552 | 17,435 | Shares | Sole | 2023-12-06 | |
| 2023-06-30 | $8,345,832 | 17,364 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $8,979,210 | 19,000 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $9,910,124 | 18,692 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $9,212,434 | 18,241 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $9,573,549 | 18,639 | Shares | Sole | 2022-08-30 | |
| 2022-03-31 | $9,231,986 | 18,103 | Shares | Sole | 2022-04-06 | |
| 2021-12-31 | $9,040,528 | 18,004 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $6,707,833 | 17,167 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $6,257,275 | 15,626 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $5,246,187 | 14,100 | Shares | Sole | 2021-05-27 | |
| 2020-12-31 | $4,686,487 | 13,364 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $4,084,810 | 13,102 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $3,785,683 | 12,835 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $3,198,797 | 12,827 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||