Position in UNH
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$9,764,811
+$3,001,685 QoQ
Shares Held
23,494
-6.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
2.36%
of 13F equity value
Holder Rank
#755
of 3,349 holders
Holding Since
Mar 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, 2026Fulcrum Capital LLC holds $10,104,644 across 2 Healthcare Plans names. UNH ranks #1 (96.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
23,494 | $9,764,811 | |
| 2 | CVS |
CVS HEALTH Corp
|
3,285 | $339,833 |
All Filings in UNH
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,764,811 | 23,494 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $6,763,126 | 24,994 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $8,393,706 | 25,427 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $8,659,433 | 25,078 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $7,867,571 | 25,219 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $12,576,808 | 24,013 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $11,412,707 | 22,561 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $11,318,820 | 19,359 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $9,826,680 | 19,296 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $9,290,960 | 18,781 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $8,790,469 | 16,697 | Shares | Sole | 2024-01-10 | |
| 2023-06-30 | $7,660,440 | 15,938 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $7,740,079 | 16,378 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $7,456,451 | 14,064 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $7,051,368 | 13,962 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $7,283,787 | 14,181 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $11,363,661 | 22,283 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $11,237,893 | 22,380 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $8,870,188 | 22,701 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $8,869,345 | 22,149 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $8,009,178 | 21,526 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $7,387,424 | 21,066 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $6,452,703 | 20,697 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $6,457,045 | 21,892 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $5,948,710 | 23,854 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||