Position in UNH
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$822,946
-$141,165 QoQ
Shares Held
1,980
-44.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,957
of 3,349 holders
Holding Since
Dec 2020
11 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, 2026Lebenthal Global Advisors, LLC holds $1,456,796 across 2 Healthcare Plans names. UNH ranks #1 (56.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
1,980 | $822,946 | |
| 2 | ELV |
Elevance Health, Inc.
|
1,639 | $633,850 |
All Filings in UNH
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $822,946 | 1,980 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $964,111 | 3,563 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $1,048,429 | 3,176 | Shares | Defined | 2026-01-28 | |
| 2025-09-30 | $986,521 | 2,857 | Shares | Sole | 2025-11-04 | |
| 2025-03-31 | $699,730 | 1,336 | Shares | Defined | 2025-05-15 | |
| 2022-03-31 | $555,867 | 1,090 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $569,426 | 1,134 | Shares | Sole | 2022-04-15 | |
| 2021-09-30 | $464,589 | 1,189 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $475,722 | 1,188 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $433,089 | 1,164 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $417,309 | 1,190 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||