Position in UNH
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$654,201
+$220,175 QoQ
Shares Held
1,574
-1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#2,126
of 3,349 holders
Holding Since
Mar 2025
6 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, 2026Brookwood Investment Group LLC holds $896,903 across 2 Healthcare Plans names. UNH ranks #1 (72.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
1,574 | $654,201 | |
| 2 | CNC |
Centene Corp
|
3,781 | $242,702 |
All Filings in UNH
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $654,201 | 1,574 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $434,026 | 1,604 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $608,062 | 1,842 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,145,014 | 3,316 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $777,741 | 2,493 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,690,665 | 3,228 | Shares | Sole | 2025-05-06 | |
| No filing history on record for this holder in this stock. | ||||||