Position in UNH
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,156,282
+$592,914 QoQ
Shares Held
2,782
+33.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#1,717
of 3,349 holders
Holding Since
Sep 2023
11 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, 2026McAdam, LLC holds $2,753,665 across 5 Healthcare Plans names. UNH ranks #1 (42.0% of the industry book) .
All Filings in UNH
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,156,282 | 2,782 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $563,368 | 2,082 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $563,827 | 1,708 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $490,671 | 1,421 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $354,085 | 1,135 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $527,416 | 1,007 | Shares | Sole | 2025-05-21 | |
| 2024-12-31 | $495,742 | 980 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $443,772 | 759 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $308,102 | 605 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $248,834 | 503 | Shares | Sole | 2024-04-23 | |
| 2023-09-30 | $203,188 | 403 | Shares | Sole | 2023-10-31 | |
| No filing history on record for this holder in this stock. | ||||||