Position in UNH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$739,405
+$258,026 QoQ
Shares Held
1,779
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#2,040
of 3,349 holders
Holding Since
Mar 2021
22 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, 2026Sierra Capital LLC holds $1,813,009 across 2 Healthcare Plans names. UNH ranks #2 (40.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
|
10,378 | $1,073,604 | |
| 2 | UNH |
Unitedhealth Group Inc
This page
|
1,779 | $739,405 |
All Filings in UNH
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $739,405 | 1,779 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $481,379 | 1,779 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $587,265 | 1,779 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $614,288 | 1,779 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $563,729 | 1,807 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $952,701 | 1,819 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $2,314,815 | 4,576 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $2,726,362 | 4,663 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $2,060,975 | 4,047 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $2,002,050 | 4,047 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,950,044 | 3,704 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,896,258 | 3,761 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $1,803,841 | 3,753 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,773,630 | 3,753 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $1,986,584 | 3,747 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,892,384 | 3,747 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $1,934,844 | 3,767 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,948,595 | 3,821 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $1,915,161 | 3,814 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,441,830 | 3,690 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,477,623 | 3,690 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $1,372,938 | 3,690 | Shares | Sole | 2021-05-28 | |
| No filing history on record for this holder in this stock. | ||||||