Position in UNH
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$270,990
-$416,849 QoQ
Shares Held
652
-74.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,791
of 3,349 holders
Holding Since
Mar 2020
26 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, 2026Ellis Investment Partners, LLC holds $611,650 across 2 Healthcare Plans names. UNH ranks #2 (44.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
|
3,293 | $340,660 | |
| 2 | UNH |
Unitedhealth Group Inc
This page
|
652 | $270,990 |
All Filings in UNH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $270,990 | 652 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $687,839 | 2,542 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $902,190 | 2,733 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,204,061 | 3,487 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,109,053 | 3,555 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,734,660 | 3,312 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,585,365 | 3,134 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,836,479 | 3,141 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,586,344 | 3,115 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,366,361 | 2,762 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,457,268 | 2,768 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,418,286 | 2,813 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,306,860 | 2,719 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,252,363 | 2,650 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,286,216 | 2,426 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,222,701 | 2,421 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,100,746 | 4,090 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $2,204,090 | 4,322 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $2,228,497 | 4,438 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $1,837,259 | 4,702 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $1,934,525 | 4,831 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $1,765,844 | 4,746 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $211,109 | 602 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $187,685 | 602 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $168,121 | 570 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $141,647 | 568 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||