Position in UNH
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$108,063
+$37,710 QoQ
Shares Held
260
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#3,131
of 3,349 holders
Holding Since
Dec 2024
7 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, 2026Sherman Asset Management, Inc. holds $108,063 across 1 Healthcare Plans name. UNH ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
260 | $108,063 |
All Filings in UNH
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $108,063 | 260 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $70,353 | 260 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $85,828 | 260 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $89,778 | 260 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $81,112 | 260 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $136,175 | 260 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $223,590 | 442 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||