William B. Walkup & Associates, Inc.
Position in UNH — Unitedhealth Group Inc
CIK 2034054
COLUMBIA, SC
Position in UNH
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$4,315,486
+$1,538,692 QoQ
Shares Held
10,383
+1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.08%
of 13F equity value
Holder Rank
#1,039
of 3,349 holders
Holding Since
Jun 2024
9 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, 2026William B. Walkup & Associates, Inc. holds $6,588,833 across 3 Healthcare Plans names. UNH ranks #1 (65.5% of the industry book) .
All Filings in UNH
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,315,486 | 10,383 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $2,776,794 | 10,262 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $3,407,065 | 10,321 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,585,940 | 10,385 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $3,238,248 | 10,380 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $5,374,722 | 10,262 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $5,190,629 | 10,261 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,992,970 | 10,250 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $5,222,970 | 10,256 | Shares | Sole | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||