Position in UNH
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,938,498
+$646,161 QoQ
Shares Held
4,664
-2.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.59%
of 13F equity value
Holder Rank
#1,419
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, 2026Richard W. Paul & Associates, LLC holds $3,448,247 across 2 Healthcare Plans names. UNH ranks #1 (56.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
4,664 | $1,938,498 | |
| 2 | CVS |
CVS HEALTH Corp
|
14,594 | $1,509,749 |
All Filings in UNH
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,938,498 | 4,664 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,292,337 | 4,776 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,491,767 | 4,519 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,653,987 | 4,790 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,248,815 | 4,003 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,158,011 | 2,211 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,121,997 | 2,218 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,286,296 | 2,200 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,119,353 | 2,198 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $1,068,552 | 2,160 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,082,948 | 2,057 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $1,052,746 | 2,088 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $971,852 | 2,022 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $926,747 | 1,961 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $1,002,039 | 1,890 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||