Position in UNH
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,588,953
+$1,585,029 QoQ
Shares Held
3,823
+260.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#1,533
of 3,349 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, 2026LM Advisors LLC holds $1,899,110 across 2 Healthcare Plans names. UNH ranks #1 (83.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
3,823 | $1,588,953 | |
| 2 | ELV |
Elevance Health, Inc.
|
802 | $310,157 |
All Filings in UNH
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,588,953 | 3,823 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,924 | 1,060 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,922 | 1,625 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,636,376 | 4,739 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,015,462 | 3,255 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,580,153 | 3,017 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,505,524 | 4,953 | Shares | Sole | 2025-02-26 | |
| 2024-09-30 | $2,624,043 | 4,488 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $2,496,901 | 4,903 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,368,623 | 4,788 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,505,177 | 2,859 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||