Position in UNH
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$290,941
+$59,864 QoQ
Shares Held
700
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#2,736
of 3,349 holders
Holding Since
Dec 2020
22 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, 2026Beaton Management Co. Inc. holds $1,705,143 across 3 Healthcare Plans names. UNH ranks #3 (17.1% of the industry book) .
All Filings in UNH
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $290,941 | 700 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $231,077 | 700 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $312,151 | 904 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $290,444 | 931 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $435,236 | 831 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $420,369 | 831 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $485,869 | 831 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $423,195 | 831 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $398,728 | 806 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $423,281 | 804 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $405,368 | 804 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $384,512 | 800 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $374,291 | 792 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $419,902 | 792 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $399,991 | 792 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $406,794 | 792 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $403,896 | 792 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $301,284 | 600 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $234,444 | 600 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $240,264 | 600 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $223,242 | 600 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $210,408 | 600 | Shares | Sole | 2021-02-17 | |
| No filing history on record for this holder in this stock. | ||||||