Position in UNH
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,297,602
+$427,284 QoQ
Shares Held
5,528
-20.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,332
of 3,349 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, 2026SIERRA SUMMIT ADVISORS LLC holds $4,147,238 across 2 Healthcare Plans names. UNH ranks #1 (55.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
5,528 | $2,297,602 | |
| 2 | OSCR |
Oscar Health, Inc.
|
64,854 | $1,849,636 |
All Filings in UNH
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,297,602 | 5,528 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,870,318 | 6,912 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,210,086 | 6,695 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,274,491 | 6,587 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $786,164 | 2,520 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,565,488 | 2,989 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,680,466 | 3,322 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,211,844 | 3,783 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,687,687 | 3,314 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $6,929,262 | 14,007 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $6,972,568 | 13,244 | Shares | Sole | 2024-02-22 | |
| No filing history on record for this holder in this stock. | ||||||