Position in UNH
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$308,813
+$109,930 QoQ
Shares Held
743
+1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#2,680
of 3,349 holders
Holding Since
Dec 2024
7 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, 2026Millstone Evans Group, LLC holds $510,675 across 3 Healthcare Plans names. UNH ranks #1 (60.5% of the industry book) .
All Filings in UNH
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $308,813 | 743 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $198,883 | 735 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $238,009 | 721 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $245,853 | 712 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $222,122 | 712 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $372,910 | 712 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $360,172 | 712 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||