Position in UNH
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$3,347,899
+$1,442,946 QoQ
Shares Held
8,055
+14.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.17%
of 13F equity value
Holder Rank
#1,153
of 3,349 holders
Holding Since
Mar 2023
14 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, 2026Concord Asset Management, LLC/VA holds $7,919,354 across 2 Healthcare Plans names. UNH ranks #2 (42.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
|
44,190 | $4,571,455 | |
| 2 | UNH |
Unitedhealth Group Inc
This page
|
8,055 | $3,347,899 |
All Filings in UNH
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,347,899 | 8,055 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,904,953 | 7,040 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,747,932 | 5,295 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,784,855 | 5,169 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,602,589 | 5,137 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,689,456 | 5,135 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,817,725 | 7,547 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $4,269,333 | 7,302 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $3,337,690 | 6,554 | Shares | Sole | 2024-11-07 | |
| 2024-03-31 | $2,879,648 | 5,821 | Shares | Sole | 2024-11-07 | |
| 2023-12-31 | $2,487,044 | 4,724 | Shares | Sole | 2024-11-07 | |
| 2023-09-30 | $1,516,099 | 3,007 | Shares | Sole | 2024-11-07 | |
| 2023-06-30 | $1,031,934 | 2,147 | Shares | Sole | 2024-11-07 | |
| 2023-03-31 | $843,573 | 1,785 | Shares | Sole | 2024-11-07 | |
| No filing history on record for this holder in this stock. | ||||||