Position in UNH
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$972,989
-$761,763 QoQ
Shares Held
2,341
-63.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#1,839
of 3,349 holders
Holding Since
Sep 2023
12 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, 2026KPP Advisory Services LLC holds $1,932,206 across 4 Healthcare Plans names. UNH ranks #1 (50.4% of the industry book) .
All Filings in UNH
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $972,989 | 2,341 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,734,752 | 6,411 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,574,954 | 4,771 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,959,232 | 5,674 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,653,441 | 5,300 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $2,012,247 | 3,842 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,755,334 | 3,470 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,047,549 | 3,502 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,762,039 | 3,460 | Shares | Sole | 2024-08-27 | |
| 2024-03-31 | $1,569,188 | 3,172 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,528,342 | 2,903 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,713,237 | 3,398 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||