Position in UNH
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$855,366
+$298,492 QoQ
Shares Held
2,058
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.81%
of 13F equity value
Holder Rank
#1,932
of 3,349 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, 2026Yoffe Investment Management, LLC holds $1,068,162 across 2 Healthcare Plans names. UNH ranks #1 (80.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
2,058 | $855,366 | |
| 2 | CVS |
CVS HEALTH Corp
|
2,057 | $212,796 |
All Filings in UNH
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $855,366 | 2,058 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $556,874 | 2,058 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $679,366 | 2,058 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $710,282 | 2,057 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $641,722 | 2,057 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,076,830 | 2,056 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,040,048 | 2,056 | Shares | Sole | 2025-02-26 | |
| No filing history on record for this holder in this stock. | ||||||