LIBERTY ONE INVESTMENT MANAGEMENT, LLC
Position in UNH — Unitedhealth Group Inc
CIK 1807328
LIBERTYVILLE, IL
Position in UNH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$36,295,720
+$13,601,608 QoQ
Shares Held
87,327
+4.1% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
3.94%
of 13F equity value
Holder Rank
#427
of 3,349 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 16%
None 84%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026LIBERTY ONE INVESTMENT MANAGEMENT, LLC holds $36,687,090 across 2 Healthcare Plans names. UNH ranks #1 (98.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
87,327 | $36,295,720 | |
| 2 | ELV |
Elevance Health, Inc.
|
1,012 | $391,370 |
All Filings in UNH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,295,720 | 87,327 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $22,694,112 | 83,869 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $23,254,928 | 70,446 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $55,388,882 | 160,408 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $25,581,851 | 82,001 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $29,411,181 | 56,155 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $4,172,333 | 8,248 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $4,500,281 | 7,697 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $3,753,246 | 7,370 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $3,087,422 | 6,241 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,981,926 | 5,664 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $2,710,021 | 5,375 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $2,437,806 | 5,072 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,302,458 | 4,872 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,341,274 | 4,416 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $2,235,812 | 4,427 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $2,388,893 | 4,651 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $2,469,784 | 4,843 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $2,387,675 | 4,755 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,801,311 | 4,610 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $1,862,446 | 4,651 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $1,707,429 | 4,589 | Shares | Sole | 2021-04-06 | |
| 2020-12-31 | $1,587,528 | 4,527 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $1,382,699 | 4,435 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,313,707 | 4,454 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $1,100,763 | 4,414 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||