Position in UNH
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$13,715
+$4,786 QoQ
Shares Held
33
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#3,288
of 3,349 holders
Holding Since
Dec 2024
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, 2026CHAPMAN FINANCIAL GROUP, LLC holds $271,663 across 2 Healthcare Plans names. UNH ranks #2 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ELV |
Elevance Health, Inc.
|
667 | $257,948 | |
| 2 | UNH |
Unitedhealth Group Inc
This page
|
33 | $13,715 |
All Filings in UNH
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,715 | 33 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $8,929 | 33 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $10,893 | 33 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $11,394 | 33 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $10,295 | 33 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $16,693 | 33 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||