Position in UNH
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$20,649,745
+$12,422,186 QoQ
Shares Held
49,683
+63.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#542
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, 2026Bleakley Financial Group, LLC holds $39,253,405 across 4 Healthcare Plans names. UNH ranks #1 (52.6% 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 | $20,649,745 | 49,683 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $8,227,559 | 30,406 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $13,763,276 | 41,693 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $11,195,316 | 32,422 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $7,077,351 | 22,686 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $11,957,212 | 22,830 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $12,188,190 | 24,094 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $15,008,735 | 25,670 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $19,482,250 | 38,256 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $13,323,755 | 26,933 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $23,528,470 | 44,691 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $23,617,772 | 46,843 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $21,573,526 | 44,885 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $21,021,748 | 44,482 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $21,742,681 | 41,010 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||