Position in UNH
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,833,771
+$1,212,025 QoQ
Shares Held
9,224
-4.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#1,091
of 3,349 holders
Holding Since
Dec 2022
15 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, 2026SageView Advisory Group, LLC holds $5,682,627 across 4 Healthcare Plans names. UNH ranks #1 (67.5% of the industry book) .
All Filings in UNH
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,833,771 | 9,224 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,621,746 | 9,689 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $3,703,173 | 11,218 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,161,900 | 12,053 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,458,947 | 7,882 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $5,225,977 | 9,978 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $5,304,953 | 10,487 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $5,404,781 | 9,244 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,144,544 | 10,102 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $4,857,954 | 9,820 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $5,776,955 | 10,973 | Shares | Sole | 2024-03-06 | |
| 2023-09-30 | $4,373,344 | 8,674 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $3,991,234 | 8,304 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $3,569,944 | 7,554 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,632,954 | 3,080 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||