Position in UNH
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$298,422
+$93,424 QoQ
Shares Held
718
+15.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#2,710
of 3,349 holders
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Westmount Partners, LLC holds $661,841 across 2 Healthcare Plans names. UNH ranks #2 (45.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
|
3,513 | $363,419 | |
| 2 | UNH |
Unitedhealth Group Inc
This page
|
718 | $298,422 |
All Filings in UNH
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $298,422 | 718 | Shares | Sole | 2026-07-07 | |
| 2025-12-31 | $204,998 | 621 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $356,694 | 1,033 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $329,752 | 1,057 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $334,676 | 639 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $352,078 | 696 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $412,784 | 706 | Shares | Sole | 2025-01-13 | |
| 2024-06-30 | $368,194 | 723 | Shares | Sole | 2025-01-28 | |
| 2024-03-31 | $380,424 | 769 | Shares | Sole | 2025-01-28 | |
| 2023-12-31 | $453,290 | 861 | Shares | Sole | 2025-01-28 | |
| 2023-09-30 | $442,678 | 878 | Shares | Sole | 2025-01-28 | |
| 2023-06-30 | $418,637 | 871 | Shares | Sole | 2025-01-28 | |
| 2023-03-31 | $393,667 | 833 | Shares | Sole | 2025-01-29 | |
| 2022-12-31 | $435,277 | 821 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||