Position in UNH
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$106,401
+$39,025 QoQ
Shares Held
256
+2.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#3,133
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, 2026Lummis Asset Management, LP holds $189,161 across 2 Healthcare Plans names. UNH ranks #1 (56.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
256 | $106,401 | |
| 2 | CVS |
CVS HEALTH Corp
|
800 | $82,760 |
All Filings in UNH
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $106,401 | 256 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $67,376 | 249 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $82,197 | 249 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $85,979 | 249 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $14,350 | 46 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $24,092 | 46 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $23,269 | 46 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $26,895 | 46 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $23,425 | 46 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $22,756 | 46 | Shares | Sole | 2024-05-17 | |
| 2023-12-31 | $24,217 | 46 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||