Position in UNH
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$328,763
+$116,350 QoQ
Shares Held
791
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2,631
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, 2026Trifecta Capital Advisors, LLC holds $332,554 across 3 Healthcare Plans names. UNH ranks #1 (98.9% 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 | $328,763 | 791 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $212,413 | 785 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $259,136 | 785 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $241,364 | 699 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $3,232,009 | 10,360 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $5,174,126 | 9,879 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $5,028,248 | 9,940 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $5,877,203 | 10,052 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $5,117,044 | 10,048 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $4,918,307 | 9,942 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $5,013,047 | 9,522 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $4,712,159 | 9,346 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $4,370,940 | 9,094 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,139,415 | 8,759 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $4,557,957 | 8,597 | Shares | Sole | 2023-01-18 | |
| No filing history on record for this holder in this stock. | ||||||