Position in UNH
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$125,520
+$43,802 QoQ
Shares Held
302
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#3,112
of 3,349 holders
Holding Since
Dec 2022
15 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, 2026MB, LEVIS & ASSOCIATES, LLC holds $164,091 across 4 Healthcare Plans names. UNH ranks #1 (76.5% of the industry book) .
All Filings in UNH
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $125,520 | 302 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $81,718 | 302 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $105,635 | 320 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $110,150 | 319 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $146,313 | 469 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $245,115 | 468 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $236,236 | 467 | Shares | Sole | 2025-05-07 | |
| 2024-09-30 | $284,739 | 487 | Shares | Sole | 2025-05-07 | |
| 2024-06-30 | $247,500 | 486 | Shares | Sole | 2025-05-07 | |
| 2024-03-31 | $215,194 | 435 | Shares | Sole | 2025-05-07 | |
| 2023-12-31 | $229,014 | 435 | Shares | Sole | 2025-05-07 | |
| 2023-09-30 | $219,322 | 435 | Shares | Sole | 2025-05-07 | |
| 2023-06-30 | $212,923 | 443 | Shares | Sole | 2025-05-07 | |
| 2023-03-31 | $209,357 | 443 | Shares | Sole | 2025-05-07 | |
| 2022-12-31 | $154,812 | 292 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||