Position in UNH
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$7,109,351
+$3,661,764 QoQ
Shares Held
17,105
+34.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#848
of 3,349 holders
Holding Since
Mar 2025
6 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, 2026VestGen Advisors, LLC holds $10,430,341 across 6 Healthcare Plans names. UNH ranks #1 (68.2% of the industry book) .
All Filings in UNH
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,109,351 | 17,105 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,447,587 | 12,741 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,638,142 | 11,021 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,851,442 | 19,842 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,679,198 | 8,588 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $8,247,491 | 15,747 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||