Position in UNH
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$8,312
+$7,501 QoQ
Shares Held
20
+566.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#3,307
of 3,349 holders
Holding Since
Mar 2022
16 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, 2026HOEY INVESTMENTS, INC holds $44,433 across 3 Healthcare Plans names. UNH ranks #2 (18.7% of the industry book) .
All Filings in UNH
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,312 | 20 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $811 | 3 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $990 | 3 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,035 | 3 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $935 | 3 | Shares | Sole | 2025-07-14 | |
| 2024-09-30 | $1,754 | 3 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,527 | 3 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $930,036 | 1,880 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,475,168 | 2,802 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,514,082 | 3,003 | Shares | Sole | 2024-04-22 | |
| 2023-06-30 | $1,716,365 | 3,571 | Shares | Sole | 2024-04-22 | |
| 2023-03-31 | $1,017,013 | 2,152 | Shares | Sole | 2024-04-22 | |
| 2022-12-31 | $1,333,932 | 2,516 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,467,646 | 2,906 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $403,713 | 786 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $8,159 | 16 | Shares | Sole | 2022-04-25 | |
| No filing history on record for this holder in this stock. | ||||||