Position in UNH
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$209,893
-$54,600 QoQ
Shares Held
505
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#3,015
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, 2026Taylor Financial Group, Inc. holds $1,093,220 across 3 Healthcare Plans names. UNH ranks #3 (19.2% of the industry book) .
All Filings in UNH
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $209,893 | 505 | Shares | Sole | 2026-07-24 | |
| 2025-03-31 | $264,493 | 505 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $255,459 | 505 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $295,263 | 505 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $257,176 | 505 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $249,823 | 505 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $265,867 | 505 | Shares | Sole | 2024-09-17 | |
| No filing history on record for this holder in this stock. | ||||||