Position in UNH
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$3,721,966
-$1,713,375 QoQ
Shares Held
8,955
-55.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#1,105
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, 2026KMG FIDUCIARY PARTNERS, LLC holds $3,721,966 across 1 Healthcare Plans name. UNH ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
8,955 | $3,721,966 |
All Filings in UNH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,721,966 | 8,955 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $5,435,341 | 20,087 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $6,656,007 | 20,163 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $5,617,340 | 16,268 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $4,643,673 | 14,885 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $9,894,161 | 18,891 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $7,030,948 | 13,899 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $8,157,455 | 13,952 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $7,067,001 | 13,877 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $7,109,828 | 14,372 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $7,574,323 | 14,387 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $7,135,801 | 14,153 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $6,347,812 | 13,207 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $6,201,325 | 13,122 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $7,131,451 | 13,451 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $6,993,793 | 13,848 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $8,167,744 | 15,902 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $8,379,827 | 16,432 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $8,668,442 | 17,263 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $7,286,910 | 18,649 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $8,291,911 | 20,707 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $7,574,228 | 20,357 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $6,532,116 | 18,627 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $5,248,024 | 16,833 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $3,571,844 | 12,110 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $2,298,535 | 9,217 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||