Position in UNH
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$11,537,888
+$3,688,614 QoQ
Shares Held
27,760
-4.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#697
of 3,353 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 57%
Shared 0%
None 43%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026AlTi Global, Inc. holds $12,020,688 across 2 Healthcare Plans names. UNH ranks #1 (96.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
27,760 | $11,537,888 | |
| 2 | CVS |
CVS HEALTH Corp
|
4,667 | $482,800 |
All Filings in UNH
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,537,888 | 27,760 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $7,849,274 | 29,008 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $4,651,909 | 14,092 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $6,822,782 | 19,759 | Shares | Defined | 2025-11-06 | |
| 2025-06-30 | $3,330,903 | 10,677 | Shares | Defined | 2025-07-31 | |
| 2025-03-31 | $6,778,372 | 12,942 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $8,083,642 | 15,980 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $10,414,904 | 17,813 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $9,036,308 | 17,744 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $9,904,388 | 20,021 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $6,656,159 | 12,643 | Shares | Defined | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||