Position in UNH
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$3,128,031
+$1,310,478 QoQ
Shares Held
7,526
+12.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#1,192
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, 2026CATALYST FINANCIAL PARTNERS LLC holds $4,936,863 across 5 Healthcare Plans names. UNH ranks #1 (63.4% of the industry book) .
All Filings in UNH
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,128,031 | 7,526 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,817,553 | 6,717 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,956,561 | 5,927 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,788,999 | 5,181 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,277,205 | 4,094 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,453,768 | 4,685 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,265,746 | 4,479 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $2,610,011 | 4,464 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $2,202,549 | 4,325 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,950,602 | 3,943 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $2,143,259 | 4,071 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,935,585 | 3,839 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $1,533,241 | 3,190 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,371,928 | 2,903 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $1,427,244 | 2,692 | Shares | Sole | 2023-01-19 | |
| No filing history on record for this holder in this stock. | ||||||