Position in UNH
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,104,744
+$432,058 QoQ
Shares Held
2,658
+6.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#1,749
of 3,340 holders
Holding Since
Dec 2023
11 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, 2026Sunpointe, LLC holds $1,620,338 across 2 Healthcare Plans names. UNH ranks #1 (68.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
2,658 | $1,104,744 | |
| 2 | CVS |
CVS HEALTH Corp
|
4,984 | $515,594 |
All Filings in UNH
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,104,744 | 2,658 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $672,686 | 2,486 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $842,770 | 2,553 | Shares | Defined | 2026-01-23 | |
| 2025-09-30 | $886,730 | 2,568 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $880,379 | 2,822 | Shares | Defined | 2025-07-09 | |
| 2025-03-31 | $1,525,683 | 2,913 | Shares | Defined | 2025-05-07 | |
| 2024-12-31 | $1,482,169 | 2,930 | Shares | Defined | 2025-02-03 | |
| 2024-09-30 | $1,608,454 | 2,751 | Shares | Defined | 2024-10-16 | |
| 2024-06-30 | $1,406,066 | 2,761 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $1,317,386 | 2,663 | Shares | Defined | 2024-04-15 | |
| 2023-12-31 | $1,344,077 | 2,553 | Shares | Defined | 2024-02-20 | |
| No filing history on record for this holder in this stock. | ||||||