Position in UNH
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$16,884,968
+$5,885,756 QoQ
Shares Held
40,625
-0.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#583
of 3,349 holders
Holding Since
Dec 2022
11 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, 2026Vest Financial, LLC holds $43,037,362 across 3 Healthcare Plans names. UNH ranks #2 (39.2% 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 | $16,884,968 | 40,625 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $10,999,212 | 40,649 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $9,404,173 | 28,488 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $7,323,467 | 21,209 | Shares | Defined | 2025-10-30 | |
| 2025-06-30 | $5,309,105 | 17,018 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $6,399,701 | 12,219 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $3,562,771 | 7,043 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $3,413,946 | 5,839 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $1,106,112 | 2,172 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,065,088 | 2,153 | Shares | Defined | 2024-04-30 | |
| 2022-12-31 | $383,850 | 724 | Shares | Defined | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||