Position in UNH
as of Jun 30, 2026
· filed Aug 26, 2026
Position Value
$1,074,819
+$355,321 QoQ
Shares Held
2,586
-2.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#1,772
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, 2026Wellington Grp LLC holds $1,302,216 across 2 Healthcare Plans names. UNH ranks #1 (82.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
2,586 | $1,074,819 | |
| 2 | ELV |
Elevance Health, Inc.
|
588 | $227,397 |
All Filings in UNH
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,074,819 | 2,586 | Shares | Sole | 2026-08-26 | |
| 2026-03-31 | $719,498 | 2,659 | Shares | Sole | 2026-05-22 | |
| 2025-12-31 | $808,439 | 2,449 | Shares | Sole | 2026-05-22 | |
| No filing history on record for this holder in this stock. | ||||||