Position in UNH
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$4,177,497
+$1,755,446 QoQ
Shares Held
10,051
+12.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#1,048
of 3,349 holders
Holding Since
Mar 2020
17 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, 2026Krilogy Financial LLC holds $14,575,496 across 7 Healthcare Plans names. UNH ranks #2 (28.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CNC |
Centene Corp
|
68,383 | $4,389,504 | |
| 2 | UNH |
Unitedhealth Group Inc
This page
|
10,051 | $4,177,497 | |
| 3 | MOH |
Molina Healthcare, Inc.
|
8,111 | $1,854,985 | |
| 4 | CVS |
CVS HEALTH Corp
|
12,932 | $1,337,815 | |
| 5 | CI |
Cigna Group
|
4,635 | $1,277,776 | |
| 6 | HUM |
Humana Inc
|
2,202 | $874,678 | |
| 7 | ELV |
Elevance Health, Inc.
|
1,715 | $663,241 |
All Filings in UNH
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,177,497 | 10,051 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,422,051 | 8,951 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $3,315,294 | 10,043 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,873,931 | 8,323 | Shares | Sole | 2025-11-06 | |
| 2023-03-31 | $2,120,038 | 4,486 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,575,694 | 2,972 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $857,557 | 1,698 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $924,534 | 1,800 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $680,299 | 1,334 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $679,897 | 1,354 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $646,283 | 1,654 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $619,881 | 1,548 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $561,825 | 1,510 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $513,044 | 1,463 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $486,361 | 1,560 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $397,002 | 1,346 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $963,105 | 3,862 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||