Position in UNH
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$15,714,970
+$7,082,338 QoQ
Shares Held
37,810
+18.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#604
of 3,349 holders
Holding Since
Sep 2020
24 quarters on record
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026KESTRA PRIVATE WEALTH SERVICES, LLC holds $26,632,192 across 7 Healthcare Plans names. UNH ranks #1 (59.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
37,810 | $15,714,970 | |
| 2 | CVS |
CVS HEALTH Corp
|
56,489 | $5,843,787 | |
| 3 | ELV |
Elevance Health, Inc.
|
3,978 | $1,538,411 | |
| 4 | CLOV |
Clover Health Investments, Corp. /De
|
276,007 | $1,446,276 | |
| 5 | CNC |
Centene Corp
|
14,748 | $946,674 | |
| 6 | CI |
Cigna Group
|
2,565 | $707,119 | |
| 7 | HUM |
Humana Inc
|
1,095 | $434,955 |
All Filings in UNH
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,714,970 | 37,810 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $8,632,632 | 31,903 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $9,196,534 | 27,859 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $12,105,872 | 35,059 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $9,731,904 | 31,195 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $16,880,462 | 32,230 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $16,386,828 | 32,394 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $20,171,460 | 34,500 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $16,930,348 | 33,245 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $18,484,960 | 37,366 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $18,809,720 | 35,728 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $16,745,662 | 33,213 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $14,096,690 | 29,329 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $13,724,013 | 29,040 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $10,144,464 | 19,134 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $10,446,247 | 20,684 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $10,154,978 | 19,771 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $8,326,280 | 16,327 | Shares | Sole | 2022-07-21 | |
| 2021-12-31 | $8,244,636 | 16,419 | Shares | Sole | 2022-07-21 | |
| 2021-09-30 | $5,148,780 | 13,177 | Shares | Sole | 2022-07-26 | |
| 2021-06-30 | $4,655,115 | 11,625 | Shares | Sole | 2022-07-27 | |
| 2021-03-31 | $4,254,248 | 11,434 | Shares | Sole | 2022-07-27 | |
| 2020-12-31 | $3,730,183 | 10,637 | Shares | Sole | 2022-07-28 | |
| 2020-09-30 | $3,250,514 | 10,426 | Shares | Sole | 2022-07-28 | |
| No filing history on record for this holder in this stock. | ||||||