Position in UNH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$598,922
-$34,799 QoQ
Shares Held
1,441
-38.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#2,189
of 3,349 holders
Holding Since
Mar 2026
2 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, 2026Lighthouse Financial LLC holds $907,099 across 2 Healthcare Plans names. UNH ranks #1 (66.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
1,441 | $598,922 | |
| 2 | CVS |
CVS HEALTH Corp
|
2,979 | $308,177 |
All Filings in UNH
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $598,922 | 1,441 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $633,721 | 2,342 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||