Generate Investment Management Ltd
Position in UNH — Unitedhealth Group Inc
CIK 2025905
AUCKLAND, Q2
Position in UNH
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$22,089,903
+$11,908,414 QoQ
Shares Held
53,148
+41.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#527
of 3,349 holders
Holding Since
Dec 2023
11 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, 2026Generate Investment Management Ltd holds $31,958,479 across 2 Healthcare Plans names. UNH ranks #1 (69.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
53,148 | $22,089,903 | |
| 2 | ELV |
Elevance Health, Inc.
|
25,518 | $9,868,576 |
All Filings in UNH
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,089,903 | 53,148 | Shares | Other | 2026-07-27 | |
| 2026-03-31 | $10,181,489 | 37,627 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $22,483,131 | 68,108 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $49,200,415 | 142,486 | Shares | Other | 2025-10-20 | |
| 2025-06-30 | $42,115,950 | 135,000 | Shares | Other | 2025-07-17 | |
| 2025-03-31 | $5,768,058 | 11,013 | Shares | Other | 2025-04-23 | |
| 2024-12-31 | $34,210,299 | 67,628 | Shares | Other | 2025-01-28 | |
| 2024-09-30 | $25,677,975 | 43,918 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $33,986,993 | 66,738 | Shares | Other | 2024-08-01 | |
| 2024-03-31 | $28,486,309 | 57,583 | Shares | Other | 2024-08-01 | |
| 2023-12-31 | $29,337,540 | 55,725 | Shares | Other | 2024-08-01 | |
| No filing history on record for this holder in this stock. | ||||||