Position in UNH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,990,879
+$1,739,841 QoQ
Shares Held
9,602
+15.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#1,071
of 3,349 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026FIDELIS CAPITAL PARTNERS, LLC holds $8,152,005 across 4 Healthcare Plans names. UNH ranks #1 (49.0% 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 | $3,990,879 | 9,602 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,251,038 | 8,319 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $3,245,311 | 9,831 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $3,330,763 | 9,646 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $2,695,420 | 8,640 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $4,959,388 | 9,469 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $5,036,342 | 9,956 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $4,885,586 | 8,356 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $4,153,015 | 8,155 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,882,900 | 7,849 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $3,774,263 | 7,169 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $2,773,045 | 5,500 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,506,056 | 5,214 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $2,371,929 | 5,019 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,560,849 | 2,944 | Shares | Sole | 2023-01-20 | |
| No filing history on record for this holder in this stock. | ||||||