Position in UNH
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$399,420
+$150,748 QoQ
Shares Held
961
+4.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#2,482
of 3,349 holders
Holding Since
Mar 2020
26 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, 2026SAGE RHINO CAPITAL LLC holds $964,766 across 2 Healthcare Plans names. UNH ranks #2 (41.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MOH |
Molina Healthcare, Inc.
|
2,472 | $565,346 | |
| 2 | UNH |
Unitedhealth Group Inc
This page
|
961 | $399,420 |
All Filings in UNH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $399,420 | 961 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $248,672 | 919 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $320,536 | 971 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $355,659 | 1,030 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $297,619 | 954 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $545,747 | 1,042 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $541,776 | 1,071 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $646,656 | 1,106 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $569,861 | 1,119 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $565,936 | 1,144 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $592,278 | 1,125 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $584,860 | 1,160 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $555,139 | 1,155 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $661,153 | 1,399 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $727,406 | 1,372 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $693,419 | 1,373 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $805,885 | 1,569 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $955,173 | 1,873 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $952,559 | 1,897 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $817,037 | 2,091 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $823,705 | 2,057 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $758,650 | 2,039 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $712,932 | 2,033 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $635,699 | 2,039 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $603,762 | 2,047 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $490,530 | 1,967 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||