Position in UNH
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$14,280,630
+$2,880,674 QoQ
Shares Held
34,359
-18.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#620
of 3,349 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026EDMOND DE ROTHSCHILD HOLDING S.A. holds $49,092,922 across 5 Healthcare Plans names. UNH ranks #2 (29.1% 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 | $14,280,630 | 34,359 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $11,399,956 | 42,130 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $13,907,533 | 42,130 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $8,566,546 | 24,809 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $7,838,245 | 25,125 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $25,035,773 | 47,801 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $26,203,041 | 51,799 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $42,081,754 | 71,974 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $38,573,895 | 75,745 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $63,344,352 | 128,046 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $76,876,201 | 146,022 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $84,353,505 | 167,305 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $76,796,656 | 159,780 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $54,516,562 | 115,357 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $55,985,414 | 105,597 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $42,096,091 | 83,352 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $42,212,680 | 82,185 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $45,621,914 | 89,460 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $44,734,646 | 89,088 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $34,710,605 | 88,833 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $32,803,643 | 81,919 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $16,593,948 | 44,599 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $15,545,643 | 44,330 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $13,476,257 | 43,225 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $14,834,215 | 50,294 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $12,102,660 | 48,531 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||