Position in UNH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,975
+$4,023 QoQ
Shares Held
24
+9.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#3,302
of 3,349 holders
Holding Since
Dec 2025
3 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, 2026Investors Portfolio Services LLC holds $22,042 across 3 Healthcare Plans names. UNH ranks #2 (45.3% of the industry book) .
All Filings in UNH
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,975 | 24 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,952 | 22 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $40,603 | 123 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||