Position in UNH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$15,819,709
+$13,095,139 QoQ
Shares Held
38,062
+278.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
2.25%
of 13F equity value
Holder Rank
#603
of 3,353 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026KKM Financial LLC holds $24,981,034 across 2 Healthcare Plans names. UNH ranks #1 (63.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
38,062 | $15,819,709 | |
| 2 | CVS |
CVS HEALTH Corp
|
88,558 | $9,161,325 |
All Filings in UNH
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,819,709 | 38,062 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,724,570 | 10,069 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,323,877 | 10,069 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $3,539,670 | 10,251 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,171,311 | 6,960 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,033,036 | 5,791 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,751,372 | 5,439 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,059,630 | 5,233 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,533,059 | 4,974 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,442,828 | 4,938 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,434,923 | 4,625 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||