Chancellor Financial Group WB LP
Position in UNH — Unitedhealth Group Inc
CIK 2059742
WILKES-BARRE, PA
Position in UNH
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,795,521
+$647,408 QoQ
Shares Held
4,320
+1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.25%
of 13F equity value
Holder Rank
#1,464
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, 2026Chancellor Financial Group WB LP holds $1,795,521 across 1 Healthcare Plans name. UNH ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
4,320 | $1,795,521 |
All Filings in UNH
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,795,521 | 4,320 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,148,113 | 4,243 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,400,986 | 4,244 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,414,694 | 4,097 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,402,305 | 4,495 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $2,246,363 | 4,289 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $2,169,633 | 4,289 | Shares | Sole | 2025-03-19 | |
| No filing history on record for this holder in this stock. | ||||||