Position in UNH
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$21,612
+$12,142 QoQ
Shares Held
52
+48.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#3,266
of 3,349 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 88%
Shared 12%
None 0%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Mechanics Financial Corp holds $137,631 across 2 Healthcare Plans names. UNH ranks #2 (15.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ELV |
Elevance Health, Inc.
|
300 | $116,019 | |
| 2 | UNH |
Unitedhealth Group Inc
This page
|
52 | $21,612 |
All Filings in UNH
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,612 | 52 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $9,470 | 35 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $15,515 | 47 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $338,048 | 979 | Shares | Defined | 2025-11-06 | |
| 2025-06-30 | $875,387 | 2,806 | Shares | Defined | 2025-07-21 | |
| 2025-03-31 | $1,606,865 | 3,068 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $1,568,671 | 3,101 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $1,824,786 | 3,121 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,618,428 | 3,178 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,584,029 | 3,202 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,639,954 | 3,115 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,571,560 | 3,117 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,502,961 | 3,127 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $1,486,295 | 3,145 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $1,667,416 | 3,145 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $1,582,290 | 3,133 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $1,611,770 | 3,138 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,590,086 | 3,118 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,565,672 | 3,118 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||