Position in UNH
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$12,884
+$6,932 QoQ
Shares Held
31
+40.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#3,290
of 3,349 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 29%
None 71%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026BELLEVUE ASSET MANAGEMENT, LLC holds $128,612 across 5 Healthcare Plans names. UNH ranks #3 (10.0% of the industry book) .
All Filings in UNH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,884 | 31 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $5,952 | 22 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $7,262 | 22 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $7,596 | 22 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $6,863 | 22 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $63,897 | 122 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $61,714 | 122 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $71,330 | 122 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $62,129 | 122 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $60,353 | 122 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $64,229 | 122 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $61,511 | 122 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $58,638 | 122 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $57,655 | 122 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $64,681 | 122 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $61,614 | 122 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $62,662 | 122 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $62,216 | 122 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $61,261 | 122 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $86,744 | 222 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $88,897 | 222 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $82,599 | 222 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $77,850 | 222 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $69,212 | 222 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $65,478 | 222 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $55,362 | 222 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||