Position in UNH
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$229,012
+$21,142 QoQ
Shares Held
551
-8.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#2,935
of 3,349 holders
Holding Since
Dec 2021
16 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, 2026Walker Asset Management, LLC holds $435,912 across 2 Healthcare Plans names. UNH ranks #1 (52.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
551 | $229,012 | |
| 2 | CVS |
CVS HEALTH Corp
|
2,000 | $206,900 |
All Filings in UNH
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $229,012 | 551 | Shares | Sole | 2026-07-10 | |
| 2025-09-30 | $207,870 | 602 | Shares | Sole | 2025-10-14 | |
| 2025-03-31 | $342,532 | 654 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $316,668 | 626 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $478,268 | 818 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $415,556 | 816 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $402,191 | 813 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $794,969 | 1,510 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $759,310 | 1,506 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $720,960 | 1,500 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $706,522 | 1,495 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $789,968 | 1,490 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $734,328 | 1,454 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $744,763 | 1,450 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $737,416 | 1,446 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $724,085 | 1,442 | Shares | Sole | 2022-04-14 | |
| No filing history on record for this holder in this stock. | ||||||