Position in UNH
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$38,653
+$13,489 QoQ
Shares Held
93
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#3,225
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, 2026Gleason Group, Inc. holds $114,327 across 3 Healthcare Plans names. UNH ranks #2 (33.8% of the industry book) .
All Filings in UNH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,653 | 93 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $25,164 | 93 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $30,370 | 92 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $31,422 | 91 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $28,389 | 91 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $47,137 | 90 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $45,527 | 90 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $92,964 | 159 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $80,972 | 159 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $78,162 | 158 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $82,655 | 157 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $79,157 | 157 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $74,979 | 156 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $73,724 | 156 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $82,177 | 155 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $77,776 | 154 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $79,099 | 154 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $78,025 | 153 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $76,827 | 153 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $59,392 | 152 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $60,866 | 152 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $56,182 | 151 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $52,952 | 151 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $46,765 | 150 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $43,947 | 149 | Shares | Sole | 2020-08-27 | |
| 2020-03-31 | $37,157 | 149 | Shares | Sole | 2020-08-27 | |
| No filing history on record for this holder in this stock. | ||||||