Position in UNH
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$745,224
+$389,399 QoQ
Shares Held
1,793
+36.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#2,031
of 3,349 holders
Holding Since
Dec 2025
3 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, 2026SmartHarvest Portfolios, LLC holds $2,124,309 across 5 Healthcare Plans names. UNH ranks #1 (35.1% of the industry book) .
All Filings in UNH
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $745,224 | 1,793 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $355,825 | 1,315 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $942,133 | 2,854 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||