Position in UNH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,312
-$16,776 QoQ
Shares Held
20
-73.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#3,309
of 3,349 holders
Holding Since
Sep 2022
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026FWL INVESTMENT MANAGEMENT, LLC holds $33,265 across 3 Healthcare Plans names. UNH ranks #2 (25.0% of the industry book) .
All Filings in UNH
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,312 | 20 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $25,088 | 76 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $3,119 | 10 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,108,093 | 4,025 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,130,176 | 4,211 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,372,631 | 4,058 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $107,963 | 212 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $45,512 | 92 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $69,494 | 132 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $69,578 | 138 | Shares | Sole | 2023-11-13 | |
| 2022-12-31 | $381,729 | 720 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $341,912 | 677 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||