Agate Pass Investment Management, LLC
Position in UNH — Unitedhealth Group Inc
CIK 1900409
BAINBRIDGE ISLAND, WA
Position in UNH
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$729,846
+$250,632 QoQ
Shares Held
1,756
-0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#2,038
of 3,340 holders
Holding Since
Dec 2023
11 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, 2026Agate Pass Investment Management, LLC holds $987,746 across 2 Healthcare Plans names. UNH ranks #1 (73.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
1,756 | $729,846 | |
| 2 | CVS |
CVS HEALTH Corp
|
2,493 | $257,900 |
All Filings in UNH
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $729,846 | 1,756 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $479,214 | 1,771 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $558,216 | 1,691 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $563,529 | 1,632 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $860,413 | 2,758 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $885,137 | 1,690 | Shares | Sole | 2025-04-04 | |
| 2024-12-31 | $824,045 | 1,629 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $879,358 | 1,504 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $736,389 | 1,446 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $245,865 | 497 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $209,008 | 397 | Shares | Sole | 2024-01-08 | |
| No filing history on record for this holder in this stock. | ||||||