Position in UNH
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,766,439
+$1,234,529 QoQ
Shares Held
9,062
-3.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.02%
of 13F equity value
Holder Rank
#1,100
of 3,349 holders
Holding Since
Dec 2023
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, 2026Round Rock Advisors LLC holds $7,120,634 across 3 Healthcare Plans names. UNH ranks #1 (52.9% of the industry book) .
All Filings in UNH
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,766,439 | 9,062 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,531,910 | 9,357 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,331,140 | 10,091 | Shares | Sole | 2026-04-07 | |
| 2025-09-30 | $3,492,018 | 10,113 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,151,832 | 10,103 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $5,311,348 | 10,141 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $5,164,830 | 10,210 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $6,230,934 | 10,657 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $5,427,183 | 10,657 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $5,061,275 | 10,231 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $6,272,363 | 11,914 | Shares | Sole | 2024-01-29 | |
| No filing history on record for this holder in this stock. | ||||||