Position in UNH
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$147,548
+$51,489 QoQ
Shares Held
355
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#3,092
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, 2026PINNEY & SCOFIELD, INC. holds $287,205 across 2 Healthcare Plans names. UNH ranks #1 (51.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
355 | $147,548 | |
| 2 | CVS |
CVS HEALTH Corp
|
1,350 | $139,657 |
All Filings in UNH
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $147,548 | 355 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $96,059 | 355 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $117,189 | 355 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $124,998 | 362 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $112,933 | 362 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $180,693 | 345 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $181,603 | 359 | Shares | Sole | 2025-02-19 | |
| No filing history on record for this holder in this stock. | ||||||