Position in UNH
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$533,253
+$241,828 QoQ
Shares Held
1,283
+19.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,268
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, 2026Banque Transatlantique SA holds $1,059,081 across 3 Healthcare Plans names. UNH ranks #1 (50.4% 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 | $533,253 | 1,283 | Shares | Defined | 2026-07-30 | |
| 2026-03-31 | $291,425 | 1,077 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $140,626 | 426 | Shares | Defined | 2026-02-26 | |
| 2025-09-30 | $164,017 | 475 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $112,309 | 360 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $359,292 | 686 | Shares | Defined | 2025-09-09 | |
| 2024-12-31 | $1,260,097 | 2,491 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||