Position in UNH
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$398,589
+$190,776 QoQ
Shares Held
959
+24.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#2,486
of 3,349 holders
Holding Since
Sep 2025
4 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, 2026Hofer & Associates. Inc holds $1,817,114 across 2 Healthcare Plans names. UNH ranks #2 (21.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ELV |
Elevance Health, Inc.
|
3,668 | $1,418,525 | |
| 2 | UNH |
Unitedhealth Group Inc
This page
|
959 | $398,589 |
All Filings in UNH
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $398,589 | 959 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $207,813 | 768 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $260,456 | 789 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $214,431 | 621 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||