Position in UNH
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,191,616
+$1,302,458 QoQ
Shares Held
5,273
+60.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,360
of 3,349 holders
Holding Since
Sep 2024
8 quarters on record
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Kestra Investment Management, LLC holds $5,169,925 across 4 Healthcare Plans names. UNH ranks #1 (42.4% of the industry book) .
All Filings in UNH
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,191,616 | 5,273 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $889,158 | 3,286 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,550,526 | 4,697 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,927,464 | 5,582 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $4,290,211 | 13,752 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $7,202,610 | 13,752 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $4,785,435 | 9,460 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $5,554,460 | 9,500 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||