Position in UNH
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$408,564
+$188,575 QoQ
Shares Held
983
+20.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#2,465
of 3,349 holders
Holding Since
Dec 2022
8 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, 2026HOWARD FINANCIAL SERVICES, LTD. holds $858,010 across 3 Healthcare Plans names. UNH ranks #1 (47.6% of the industry book) .
All Filings in UNH
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $408,564 | 983 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $219,989 | 813 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $254,844 | 772 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $212,359 | 615 | Shares | Sole | 2025-10-23 | |
| 2025-03-31 | $260,827 | 498 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $206,390 | 408 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $219,255 | 375 | Shares | Sole | 2024-10-08 | |
| 2022-12-31 | $233,279 | 440 | Shares | Sole | 2023-01-13 | |
| No filing history on record for this holder in this stock. | ||||||