Position in UNH
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$247,715
-$5,256 QoQ
Shares Held
596
+23.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#2,871
of 3,349 holders
Holding Since
Dec 2023
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Kuhn & Co Investment Counsel holds $661,902 across 2 Healthcare Plans names. UNH ranks #2 (37.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ELV |
Elevance Health, Inc.
|
1,071 | $414,187 | |
| 2 | UNH |
Unitedhealth Group Inc
This page
|
596 | $247,715 |
All Filings in UNH
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $247,715 | 596 | Shares | Sole | 2026-07-31 | |
| 2025-03-31 | $252,971 | 483 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $244,330 | 483 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $282,400 | 483 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $268,889 | 528 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $259,717 | 525 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,073,472 | 2,039 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||