Position in UNH
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$400,251
+$89,344 QoQ
Shares Held
963
-16.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#2,483
of 3,353 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Disciplined Investors, L.L.C. holds $883,065 across 3 Healthcare Plans names. UNH ranks #1 (45.3% 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 | $400,251 | 963 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $310,907 | 1,149 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $346,615 | 1,050 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $472,025 | 1,367 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $432,702 | 1,387 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $662,543 | 1,265 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $638,901 | 1,263 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||