Position in UNH
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$446,802
+$11,694 QoQ
Shares Held
1,075
-33.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.86%
of 13F equity value
Holder Rank
#2,393
of 3,349 holders
Holding Since
Sep 2024
8 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, 2026Copley Financial Group, Inc. holds $669,945 across 2 Healthcare Plans names. UNH ranks #1 (66.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
1,075 | $446,802 | |
| 2 | ELV |
Elevance Health, Inc.
|
577 | $223,143 |
All Filings in UNH
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $446,802 | 1,075 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $435,108 | 1,608 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $560,526 | 1,698 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $638,459 | 1,849 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $425,527 | 1,364 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $711,252 | 1,358 | Shares | Sole | 2025-07-09 | |
| 2024-12-31 | $682,405 | 1,349 | Shares | Sole | 2025-03-05 | |
| 2024-09-30 | $786,393 | 1,345 | Shares | Sole | 2024-12-09 | |
| No filing history on record for this holder in this stock. | ||||||