Position in UNH
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$930,595
+$407,274 QoQ
Shares Held
2,239
+15.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.14%
of 13F equity value
Holder Rank
#1,872
of 3,349 holders
Holding Since
Sep 2025
4 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, 2026VIRTUE ASSET MANAGEMENT LLC holds $2,026,974 across 2 Healthcare Plans names. UNH ranks #2 (45.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CI |
Cigna Group
|
3,977 | $1,096,379 | |
| 2 | UNH |
Unitedhealth Group Inc
This page
|
2,239 | $930,595 |
All Filings in UNH
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $930,595 | 2,239 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $523,321 | 1,934 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $730,203 | 2,212 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $632,934 | 1,833 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||