Position in UNH
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,811,731
+$274,510 QoQ
Shares Held
4,359
-23.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
#1,461
of 3,349 holders
Holding Since
Mar 2020
26 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, 2026Birch Capital Management, LLC holds $1,893,353 across 2 Healthcare Plans names. UNH ranks #1 (95.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
4,359 | $1,811,731 | |
| 2 | CVS |
CVS HEALTH Corp
|
789 | $81,622 |
All Filings in UNH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,811,731 | 4,359 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,537,221 | 5,681 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,934,114 | 5,859 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,065,584 | 5,982 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $2,009,398 | 6,441 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $3,431,086 | 6,551 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $3,467,164 | 6,854 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $4,126,086 | 7,057 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $3,598,431 | 7,066 | Shares | Sole | 2024-07-08 | |
| 2024-03-31 | $3,497,034 | 7,069 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $3,768,472 | 7,158 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $3,434,542 | 6,812 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $2,988,619 | 6,218 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $2,924,859 | 6,189 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $3,281,284 | 6,189 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $3,284,275 | 6,503 | Shares | Sole | 2023-03-30 | |
| 2022-06-30 | $3,422,830 | 6,664 | Shares | Sole | 2023-03-30 | |
| 2022-03-31 | $3,398,440 | 6,664 | Shares | Sole | 2022-04-05 | |
| 2021-12-31 | $3,346,260 | 6,664 | Shares | Sole | 2022-01-06 | |
| 2021-09-30 | $2,603,891 | 6,664 | Shares | Sole | 2021-10-05 | |
| 2021-06-30 | $2,668,532 | 6,664 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $2,479,474 | 6,664 | Shares | Sole | 2021-04-05 | |
| 2020-12-31 | $2,336,931 | 6,664 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $2,360,098 | 7,570 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $2,357,830 | 7,994 | Shares | Sole | 2020-07-02 | |
| 2020-03-31 | $2,039,679 | 8,179 | Shares | Sole | 2020-04-02 | |
| No filing history on record for this holder in this stock. | ||||||