Position in UNH
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,447,235
+$1,989,297 QoQ
Shares Held
8,294
+53.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#1,139
of 3,349 holders
Holding Since
Mar 2020
25 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, 2026Sargent Investment Group, LLC holds $3,917,829 across 2 Healthcare Plans names. UNH ranks #1 (88.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
8,294 | $3,447,235 | |
| 2 | CVS |
CVS HEALTH Corp
|
4,549 | $470,594 |
All Filings in UNH
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,447,235 | 8,294 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,457,938 | 5,388 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,692,143 | 5,126 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $773,061 | 2,478 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,066,556 | 5,855 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $3,291,631 | 6,507 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $2,768,459 | 4,735 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,969,817 | 3,868 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,447,492 | 2,926 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,504,124 | 2,857 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,303,835 | 2,586 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,246,299 | 2,593 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,088,847 | 2,304 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,189,193 | 2,243 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,124,724 | 2,227 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $1,124,849 | 2,190 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $1,116,834 | 2,190 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,101,193 | 2,193 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $856,892 | 2,193 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $864,950 | 2,160 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $806,647 | 2,168 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $777,808 | 2,218 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $926,892 | 2,973 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $882,785 | 2,993 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $746,394 | 2,993 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||