Position in UNH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$15,220,370
+$446,968 QoQ
Shares Held
36,620
-32.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
2.72%
of 13F equity value
Holder Rank
#609
of 3,349 holders
Holding Since
Mar 2020
20 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, 2026Stamos Capital Partners, L.P. holds $26,565,197 across 3 Healthcare Plans names. UNH ranks #1 (57.3% of the industry book) .
All Filings in UNH
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,220,370 | 36,620 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $14,773,402 | 54,597 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $13,881,125 | 42,050 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $11,732,948 | 33,979 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $17,591,988 | 56,390 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,217,960 | 11,872 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $5,033,307 | 9,950 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,963,933 | 8,490 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $6,162,046 | 12,100 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $5,016,258 | 10,140 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,969,290 | 5,640 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $4,724,260 | 9,370 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,696,121 | 7,690 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $2,986,768 | 6,320 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,002,040 | 1,890 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $4,964,543 | 9,830 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,540,890 | 3,000 | Shares | Sole | 2022-08-12 | |
| 2020-09-30 | $1,278,257 | 4,100 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,209,295 | 4,100 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $2,511,007 | 10,069 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||