Position in UNH
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$290,108
+$34,672 QoQ
Shares Held
698
-26.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#2,732
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, 2026RICHARDSON FINANCIAL SERVICES INC. holds $327,843 across 4 Healthcare Plans names. UNH ranks #1 (88.5% of the industry book) .
All Filings in UNH
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $290,108 | 698 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $255,436 | 944 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $294,457 | 892 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $216,847 | 628 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $727,823 | 2,333 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,254,380 | 2,395 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,216,085 | 2,404 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,395,044 | 2,386 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,211,527 | 2,379 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,288,691 | 2,605 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,241,941 | 2,359 | Shares | Sole | 2024-03-04 | |
| No filing history on record for this holder in this stock. | ||||||