Position in UNH
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,634,257
+$635,780 QoQ
Shares Held
3,932
+6.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#1,518
of 3,349 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 30%
Shared 0%
None 70%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Canopy Partners, LLC holds $1,879,640 across 2 Healthcare Plans names. UNH ranks #1 (86.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
3,932 | $1,634,257 | |
| 2 | CVS |
CVS HEALTH Corp
|
2,372 | $245,383 |
All Filings in UNH
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,634,257 | 3,932 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $998,477 | 3,690 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,251,447 | 3,791 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,296,256 | 3,754 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,082,223 | 3,469 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $2,637,605 | 5,036 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,652,729 | 5,244 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,601,826 | 4,450 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,224,956 | 4,369 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,234,559 | 4,517 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,170,109 | 4,122 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||