Position in UNH
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$465,505
+$104,809 QoQ
Shares Held
1,120
-16.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#2,365
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, 2026Frazier Financial Advisors, LLC holds $609,789 across 3 Healthcare Plans names. UNH ranks #1 (76.3% of the industry book) .
All Filings in UNH
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $465,505 | 1,120 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $360,696 | 1,333 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $428,482 | 1,298 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $293,159 | 849 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $190,613 | 611 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $323,153 | 617 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $308,574 | 610 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $360,747 | 617 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $326,944 | 642 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $306,714 | 620 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $353,261 | 671 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||