Position in UNH
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,788,871
+$1,175,715 QoQ
Shares Held
4,304
+89.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,468
of 3,353 holders
Holding Since
Mar 2020
15 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, 2026Waterloo Capital, L.P. holds $3,037,230 across 3 Healthcare Plans names. UNH ranks #1 (58.9% of the industry book) .
All Filings in UNH
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,788,871 | 4,304 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $613,156 | 2,266 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $703,464 | 2,131 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,092,518 | 6,060 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,724,882 | 5,529 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $4,045,968 | 7,725 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $3,765,115 | 7,443 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,432,459 | 7,581 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,032,829 | 7,919 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,442,617 | 6,959 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,797,135 | 5,313 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,394,085 | 2,765 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,177,087 | 2,449 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,260,397 | 2,667 | Shares | Sole | 2023-05-15 | |
| 2020-03-31 | $841,158 | 3,373 | Shares | Sole | 2020-06-01 | |
| No filing history on record for this holder in this stock. | ||||||