HAGER INVESTMENT MANAGEMENT SERVICES, LLC
Position in UNH — Unitedhealth Group Inc
CIK 2026645
NEW LONDON, NH
Position in UNH
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$152,951
+$64,198 QoQ
Shares Held
368
+12.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#3,085
of 3,349 holders
Holding Since
Dec 2024
7 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, 2026HAGER INVESTMENT MANAGEMENT SERVICES, LLC holds $1,349,970 across 2 Healthcare Plans names. UNH ranks #2 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
|
11,571 | $1,197,019 | |
| 2 | UNH |
Unitedhealth Group Inc
This page
|
368 | $152,951 |
All Filings in UNH
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $152,951 | 368 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $88,753 | 328 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $109,596 | 332 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $114,639 | 332 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $103,574 | 332 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $221,022 | 422 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $233,707 | 462 | Shares | Sole | 2025-01-27 | |
| No filing history on record for this holder in this stock. | ||||||