Position in UNH
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$438,905
+$135,574 QoQ
Shares Held
1,056
-5.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#2,409
of 3,349 holders
Holding Since
Dec 2024
6 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, 2026Southland Equity Partners LLC holds $920,568 across 2 Healthcare Plans names. UNH ranks #2 (47.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
|
4,656 | $481,663 | |
| 2 | UNH |
Unitedhealth Group Inc
This page
|
1,056 | $438,905 |
All Filings in UNH
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $438,905 | 1,056 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $303,331 | 1,121 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $316,905 | 960 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $327,344 | 948 | Shares | Sole | 2025-10-15 | |
| 2025-03-31 | $232,021 | 443 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $222,578 | 440 | Shares | Sole | 2025-01-21 | |
| No filing history on record for this holder in this stock. | ||||||