Position in UNH
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$839,988
+$335,068 QoQ
Shares Held
2,021
+8.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,945
of 3,349 holders
Holding Since
Dec 2020
23 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, 2026Klingman & Associates, LLC holds $1,081,129 across 2 Healthcare Plans names. UNH ranks #1 (77.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
2,021 | $839,988 | |
| 2 | CVS |
CVS HEALTH Corp
|
2,331 | $241,141 |
All Filings in UNH
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $839,988 | 2,021 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $504,920 | 1,866 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $595,518 | 1,804 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $596,333 | 1,727 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $361,573 | 1,159 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $684,017 | 1,306 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $951,016 | 1,880 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,345,348 | 2,301 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $471,574 | 926 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $469,470 | 949 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $536,472 | 1,019 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $534,945 | 1,061 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $509,478 | 1,060 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $449,905 | 952 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $576,835 | 1,088 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $499,989 | 990 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $486,407 | 947 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $477,841 | 937 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $467,994 | 932 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $350,884 | 898 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $315,546 | 788 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $277,192 | 745 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $238,111 | 679 | Shares | Sole | 2021-02-09 | |
| No filing history on record for this holder in this stock. | ||||||