Position in UNH
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,168,751
+$470,900 QoQ
Shares Held
2,812
+9.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,707
of 3,349 holders
Holding Since
Jun 2020
25 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, 2026Nicholas Hoffman & Company, LLC. holds $1,406,789 across 2 Healthcare Plans names. UNH ranks #1 (83.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
2,812 | $1,168,751 | |
| 2 | CVS |
CVS HEALTH Corp
|
2,301 | $238,038 |
All Filings in UNH
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,168,751 | 2,812 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $697,851 | 2,579 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $836,168 | 2,533 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $859,451 | 2,489 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $794,587 | 2,547 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,531,445 | 2,924 | Shares | Sole | 2025-06-23 | |
| 2024-12-31 | $1,337,493 | 2,644 | Shares | Sole | 2025-06-23 | |
| 2024-09-30 | $1,438,897 | 2,461 | Shares | Sole | 2025-06-23 | |
| 2024-06-30 | $1,246,159 | 2,447 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,219,930 | 2,466 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $1,323,545 | 2,514 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,204,005 | 2,388 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,146,326 | 2,385 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,243,856 | 2,632 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,359,381 | 2,564 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,294,417 | 2,563 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $1,315,406 | 2,561 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,350,400 | 2,648 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,349,752 | 2,688 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $975,287 | 2,496 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $924,215 | 2,308 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $698,003 | 1,876 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $275,283 | 785 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $247,857 | 795 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $260,735 | 884 | Shares | Sole | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||