Position in UNH
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$110,973
+$17,079 QoQ
Shares Held
267
-23.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#3,130
of 3,349 holders
Holding Since
Dec 2020
21 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, 2026Kozak & Associates, Inc. holds $142,550 across 4 Healthcare Plans names. UNH ranks #1 (77.8% of the industry book) .
All Filings in UNH
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $110,973 | 267 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $93,894 | 347 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $127,422 | 386 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $161,945 | 469 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $369,060 | 1,183 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,031,263 | 1,969 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,015,766 | 2,008 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $1,215,549 | 2,079 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,052,640 | 2,067 | Shares | Sole | 2024-07-05 | |
| 2024-03-31 | $1,261,485 | 2,550 | Shares | Sole | 2024-05-17 | |
| 2023-12-31 | $1,337,233 | 2,540 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $1,734,917 | 3,441 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $1,870,650 | 3,892 | Shares | Sole | 2023-07-05 | |
| 2023-03-31 | $1,834,594 | 3,882 | Shares | Sole | 2023-04-03 | |
| 2022-12-31 | $2,337,563 | 4,409 | Shares | Sole | 2023-01-03 | |
| 2022-09-30 | $2,232,276 | 4,420 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $2,243,022 | 4,367 | Shares | Sole | 2022-10-12 | |
| 2022-03-31 | $1,965,934 | 3,855 | Shares | Sole | 2022-05-26 | |
| 2021-12-31 | $1,935,749 | 3,855 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $1,385,564 | 3,546 | Shares | Sole | 2021-11-16 | |
| 2020-12-31 | $996,983 | 2,843 | Shares | Sole | 2021-02-22 | |
| No filing history on record for this holder in this stock. | ||||||