Position in UNH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,077,324
+$3,031,777 QoQ
Shares Held
7,404
+4971.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.41%
of 13F equity value
Holder Rank
#1,202
of 3,353 holders
Holding Since
Dec 2020
17 quarters on record
Voting authority
Sole 49%
Shared 0%
None 51%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Bellwether Advisors, LLC holds $8,044,791 across 3 Healthcare Plans names. UNH ranks #2 (38.3% of the industry book) .
All Filings in UNH
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,077,324 | 7,404 | Shares | Sole | 2026-08-14 | |
| 2025-06-30 | $45,547 | 146 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $46,613 | 89 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $65,255 | 129 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $1,611,807 | 3,165 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $4,010,038 | 8,106 | Shares | Sole | 2024-05-06 | |
| 2023-06-30 | $4,265,680 | 8,875 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,273,630 | 4,811 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $34,461 | 65 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $59,594 | 118 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $18,490 | 36 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $28,558 | 56 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $28,119 | 56 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $21,881 | 56 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $14,415 | 36 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $13,766 | 37 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $12,975 | 37 | Shares | Sole | 2021-01-29 | |
| No filing history on record for this holder in this stock. | ||||||