Position in UNH
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$8,046,596
+$7,322,024 QoQ
Shares Held
19,360
+0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.11%
of 13F equity value
Holder Rank
#809
of 3,349 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026LRI Investments, LLC holds $11,663,733 across 9 Healthcare Plans names. UNH ranks #1 (69.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
19,360 | $8,046,596 | |
| 2 | CI |
Cigna Group
|
5,171 | $1,425,541 | |
| 3 | CVS |
CVS HEALTH Corp
|
12,441 | $1,287,021 | |
| 4 | ELV |
Elevance Health, Inc.
|
2,270 | $877,876 | |
| 5 | HUM |
Humana Inc
|
58 | $23,038 | |
| 6 | MOH |
Molina Healthcare, Inc.
|
6 | $1,372 | |
| 7 | CNC |
Centene Corp
|
20 | $1,283 | |
| 8 | PGNY |
Progyny, Inc.
|
28 | $807 |
All Filings in UNH
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,046,596 | 19,360 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $724,572 | 19,325 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $708,873 | 18,805 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $644,521 | 18,527 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $511,292 | 18,294 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,085,009 | 18,748 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $995,057 | 18,643 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,113,202 | 18,558 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $839,260 | 1,648 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $850,389 | 1,719 | Shares | Sole | 2024-05-21 | |
| No filing history on record for this holder in this stock. | ||||||