Position in UNH
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$11,637
+$10,285 QoQ
Shares Held
28
+460.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#3,295
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, 2026HFM Investment Advisors, LLC holds $134,519 across 8 Healthcare Plans names. UNH ranks #3 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ELV |
Elevance Health, Inc.
|
254 | $98,229 | |
| 2 | CVS |
CVS HEALTH Corp
|
129 | $13,345 | |
| 3 | UNH |
Unitedhealth Group Inc
This page
|
28 | $11,637 | |
| 4 | CI |
Cigna Group
|
17 | $4,686 | |
| 5 | HUM |
Humana Inc
|
8 | $3,177 | |
| 6 | CNC |
Centene Corp
|
31 | $1,989 | |
| 7 | MOH |
Molina Healthcare, Inc.
|
5 | $1,143 | |
| 8 | OSCR |
Oscar Health, Inc.
|
11 | $313 |
All Filings in UNH
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,637 | 28 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,352 | 5 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,970 | 9 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,726 | 5 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,183 | 7 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2,618 | 5 | Shares | Sole | 2025-05-16 | |
| No filing history on record for this holder in this stock. | ||||||