Position in UNH
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$9,060,734
+$3,971,478 QoQ
Shares Held
21,800
+15.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#777
of 3,349 holders
Holding Since
Dec 2023
10 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, 2026Turtle Creek Wealth Advisors, LLC holds $21,039,364 across 6 Healthcare Plans names. UNH ranks #1 (43.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
21,800 | $9,060,734 | |
| 2 | CI |
Cigna Group
|
31,983 | $8,817,073 | |
| 3 | CLOV |
Clover Health Investments, Corp. /De
|
220,000 | $1,152,800 | |
| 4 | CVS |
CVS HEALTH Corp
|
7,795 | $806,392 | |
| 5 | ELV |
Elevance Health, Inc.
|
1,831 | $708,102 | |
| 6 | CNC |
Centene Corp
|
7,700 | $494,263 |
All Filings in UNH
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,060,734 | 21,800 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $5,089,256 | 18,808 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $5,612,200 | 17,001 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $5,135,992 | 14,874 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $7,237,080 | 23,198 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $4,970,911 | 9,491 | Shares | Sole | 2025-05-01 | |
| 2024-09-30 | $1,250,630 | 2,139 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $957,918 | 1,881 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $4,880,710 | 9,866 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $4,421,295 | 8,398 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||