Position in UNH
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$125,935
+$88,323 QoQ
Shares Held
303
+118.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#3,111
of 3,349 holders
Holding Since
Sep 2022
14 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, 2026Joseph Group Capital Management holds $200,892 across 5 Healthcare Plans names. UNH ranks #1 (62.7% of the industry book) .
All Filings in UNH
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $125,935 | 303 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $37,612 | 139 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $27,069 | 82 | Shares | Sole | 2026-01-30 | |
| 2025-03-31 | $4,963,578 | 9,477 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $3,747,410 | 7,408 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $3,747,798 | 6,410 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $3,305,606 | 6,491 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,834,631 | 5,730 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,046,388 | 3,887 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,877,603 | 3,724 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,107,875 | 2,305 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $924,386 | 1,956 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $899,715 | 1,697 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $813,114 | 1,610 | Shares | Sole | 2022-11-09 | |
| No filing history on record for this holder in this stock. | ||||||