Position in UNH
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,642,985
+$772,227 QoQ
Shares Held
3,953
+22.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.10%
of 13F equity value
Holder Rank
#1,514
of 3,349 holders
Holding Since
Mar 2020
26 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, 2026WEST PACES ADVISORS INC. holds $2,093,667 across 7 Healthcare Plans names. UNH ranks #1 (78.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
3,953 | $1,642,985 | |
| 2 | CI |
Cigna Group
|
648 | $178,640 | |
| 3 | HUM |
Humana Inc
|
287 | $114,002 | |
| 4 | CVS |
CVS HEALTH Corp
|
953 | $98,587 | |
| 5 | ELV |
Elevance Health, Inc.
|
146 | $56,462 | |
| 6 | ALHC |
Alignment Healthcare, Inc.
|
68 | $1,619 | |
| 7 | MOH |
Molina Healthcare, Inc.
|
6 | $1,372 |
All Filings in UNH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,642,985 | 3,953 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $870,758 | 3,218 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $975,805 | 2,956 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,008,621 | 2,921 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $645,465 | 2,069 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $825,430 | 1,576 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $791,165 | 1,564 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $961,798 | 1,645 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $836,204 | 1,642 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $830,106 | 1,678 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $868,149 | 1,649 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $816,283 | 1,619 | Shares | Sole | 2023-12-18 | |
| 2023-06-30 | $870,439 | 1,811 | Shares | Sole | 2023-12-18 | |
| 2023-03-31 | $854,442 | 1,808 | Shares | Sole | 2023-12-18 | |
| 2022-12-31 | $960,686 | 1,812 | Shares | Sole | 2023-12-18 | |
| 2022-09-30 | $907,556 | 1,797 | Shares | Sole | 2023-12-19 | |
| 2022-06-30 | $919,911 | 1,791 | Shares | Sole | 2023-12-19 | |
| 2022-03-31 | $855,729 | 1,678 | Shares | Sole | 2023-12-19 | |
| 2021-12-31 | $652,279 | 1,299 | Shares | Sole | 2023-12-20 | |
| 2021-09-30 | $500,537 | 1,281 | Shares | Sole | 2023-12-20 | |
| 2021-06-30 | $444,488 | 1,110 | Shares | Sole | 2023-12-20 | |
| 2021-03-31 | $415,974 | 1,118 | Shares | Sole | 2023-12-20 | |
| 2020-12-31 | $359,096 | 1,024 | Shares | Sole | 2023-12-20 | |
| 2020-09-30 | $319,252 | 1,024 | Shares | Sole | 2023-12-20 | |
| 2020-06-30 | $302,028 | 1,024 | Shares | Sole | 2023-12-20 | |
| 2020-03-31 | $257,110 | 1,031 | Shares | Sole | 2023-12-21 | |
| No filing history on record for this holder in this stock. | ||||||