Position in UNH
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$258,521
+$36,357 QoQ
Shares Held
622
-7.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#2,832
of 3,349 holders
Holding Since
Sep 2021
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, 2026Seneca House Advisors holds $474,703 across 2 Healthcare Plans names. UNH ranks #1 (54.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
622 | $258,521 | |
| 2 | ELV |
Elevance Health, Inc.
|
559 | $216,182 |
All Filings in UNH
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $258,521 | 622 | Shares | Sole | 2026-07-31 | |
| 2025-12-31 | $222,164 | 673 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $203,381 | 589 | Shares | Sole | 2025-10-10 | |
| 2023-09-30 | $200,163 | 397 | Shares | Sole | 2023-10-13 | |
| 2023-03-31 | $246,219 | 521 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $747,023 | 1,409 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,311,588 | 2,597 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $1,500,313 | 2,921 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,418,736 | 2,782 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $1,219,698 | 2,429 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $447,788 | 1,146 | Shares | Sole | 2021-10-14 | |
| No filing history on record for this holder in this stock. | ||||||