Position in UNH
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$2,080,643
+$893,024 QoQ
Shares Held
5,006
+14.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,380
of 3,349 holders
Holding Since
Mar 2020
25 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, 2026CWA Asset Management Group, LLC holds $3,832,686 across 5 Healthcare Plans names. UNH ranks #1 (54.3% of the industry book) .
All Filings in UNH
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,080,643 | 5,006 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,187,619 | 4,389 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,339,586 | 4,058 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,709,580 | 4,951 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,098,310 | 6,726 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $4,461,302 | 8,518 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $5,140,549 | 10,162 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $6,007,587 | 10,275 | Shares | Sole | 2024-11-01 | |
| 2024-03-31 | $4,402,335 | 8,899 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $4,076,983 | 7,744 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,823,968 | 5,601 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,091,476 | 6,432 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $2,321,834 | 4,913 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $2,763,828 | 5,213 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $5,532,208 | 10,954 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $5,364,865 | 10,445 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $6,959,050 | 13,646 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $6,834,627 | 13,611 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $5,244,903 | 13,423 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,137,650 | 2,841 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $1,303,361 | 3,503 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,133,397 | 3,232 | Shares | Sole | 2021-02-23 | |
| 2020-09-30 | $1,098,989 | 3,525 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $592,849 | 2,010 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $862,106 | 3,457 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||