Position in UNH
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$27,847
+$9,718 QoQ
Shares Held
67
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#3,249
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, 2026SYNTAX RESEARCH, INC. holds $48,847 across 2 Healthcare Plans names. UNH ranks #1 (57.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
67 | $27,847 | |
| 2 | CVS |
CVS HEALTH Corp
|
203 | $21,000 |
All Filings in UNH
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,847 | 67 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $18,129 | 67 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $22,117 | 67 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $23,135 | 67 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $20,901 | 67 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $35,091 | 67 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $35,916 | 71 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $41,512 | 71 | Shares | Sole | 2024-12-18 | |
| 2024-06-30 | $34,120 | 67 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $33,144 | 67 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $35,273 | 67 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $36,805 | 73 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||