Knollwood Investment Advisory, LLC
Position in UNH — Unitedhealth Group Inc
CIK 1999346
HUNT VALLEY, MD
Position in UNH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,879,894
+$656,016 QoQ
Shares Held
4,523
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,436
of 3,349 holders
Holding Since
Dec 2023
11 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, 2026Knollwood Investment Advisory, LLC holds $4,699,856 across 4 Healthcare Plans names. UNH ranks #1 (40.0% of the industry book) .
All Filings in UNH
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,879,894 | 4,523 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,223,878 | 4,523 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,493,087 | 4,523 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,561,791 | 4,523 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,421,023 | 4,555 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,385,681 | 4,555 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,304,192 | 4,555 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,179,482 | 10,569 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,382,368 | 10,569 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,202,476 | 8,495 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $4,472,362 | 8,495 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||