Position in UNH
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$39,322,754
+$16,858,643 QoQ
Shares Held
94,610
+14.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#412
of 3,349 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026NewEdge Advisors, LLC holds $82,661,702 across 9 Healthcare Plans names. UNH ranks #1 (47.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
94,610 | $39,322,754 | |
| 2 | CVS |
CVS HEALTH Corp
|
182,038 | $18,831,831 | |
| 3 | CI |
Cigna Group
|
37,264 | $10,272,939 | |
| 4 | ELV |
Elevance Health, Inc.
|
16,949 | $6,554,686 | |
| 5 | CNC |
Centene Corp
|
42,527 | $2,729,808 | |
| 6 | OSCR |
Oscar Health, Inc.
|
94,411 | $2,692,601 | |
| 7 | HUM |
Humana Inc
|
3,514 | $1,395,831 | |
| 8 | MOH |
Molina Healthcare, Inc.
|
3,704 | $847,104 |
All Filings in UNH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,322,754 | 94,610 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $22,464,111 | 83,019 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $36,951,192 | 111,936 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $37,566,913 | 108,795 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $35,912,426 | 115,115 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $64,529,666 | 123,207 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $62,892,056 | 124,327 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $70,511,238 | 120,598 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $62,703,146 | 123,126 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $54,022,229 | 109,202 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $59,935,450 | 113,844 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $50,699,833 | 100,557 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $48,238,952 | 100,364 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $48,539,246 | 102,709 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $83,800,250 | 158,060 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $73,232,315 | 145,003 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $72,234,868 | 140,636 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $64,144,026 | 125,780 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $57,193,746 | 113,900 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $14,467,148 | 37,025 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $12,509,745 | 31,240 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $10,731,615 | 28,843 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $9,859,017 | 28,114 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $10,471,418 | 33,587 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $9,319,240 | 31,596 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $5,625,514 | 22,558 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||