Position in UNH
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$501,665
+$126,087 QoQ
Shares Held
1,207
-13.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,315
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, 2026XML Financial, LLC holds $4,888,048 across 2 Healthcare Plans names. UNH ranks #2 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
|
42,401 | $4,386,383 | |
| 2 | UNH |
Unitedhealth Group Inc
This page
|
1,207 | $501,665 |
All Filings in UNH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $501,665 | 1,207 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $375,578 | 1,388 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $421,220 | 1,276 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $485,837 | 1,407 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $832,023 | 2,667 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,516,256 | 2,895 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,495,322 | 2,956 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,725,390 | 2,951 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,517,594 | 2,980 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $1,617,669 | 3,270 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,852,121 | 3,518 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,662,314 | 3,297 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,372,227 | 2,855 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,282,609 | 2,714 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,413,990 | 2,667 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,371,688 | 2,716 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $1,160,803 | 2,260 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $1,365,189 | 2,677 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,159,441 | 2,309 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $931,133 | 2,383 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $888,175 | 2,218 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,080,119 | 2,903 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $947,186 | 2,701 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $841,467 | 2,699 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $987,492 | 3,348 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $1,164,853 | 4,671 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||