Position in UNH
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$82,041,621
+$30,059,930 QoQ
Shares Held
197,391
+2.8% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#280
of 3,349 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $169,616,673 across 8 Healthcare Plans names. UNH ranks #1 (48.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
197,391 | $82,041,621 | |
| 2 | CVS |
CVS HEALTH Corp
|
346,307 | $35,825,459 | |
| 3 | CI |
Cigna Group
|
122,603 | $33,799,195 | |
| 4 | ELV |
Elevance Health, Inc.
|
29,924 | $11,572,508 | |
| 5 | HUM |
Humana Inc
|
7,604 | $3,020,460 | |
| 6 | OSCR |
Oscar Health, Inc.
|
47,592 | $1,357,323 | |
| 7 | CNC |
Centene Corp
|
19,473 | $1,249,971 | |
| 8 | MOH |
Molina Healthcare, Inc.
|
3,280 | $750,136 |
All Filings in UNH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $82,041,621 | 197,391 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $51,981,691 | 192,105 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $74,810,848 | 226,624 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $94,710,265 | 274,284 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $98,954,700 | 317,193 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $156,707,571 | 299,203 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $149,340,495 | 295,221 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $176,488,581 | 301,855 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $163,518,293 | 321,090 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $153,025,056 | 309,329 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $164,211,784 | 311,911 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $155,810,339 | 309,031 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $142,988,958 | 297,497 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $136,310,551 | 288,433 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $149,589,756 | 282,149 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $135,402,739 | 268,103 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $132,010,614 | 257,015 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $117,795,930 | 230,986 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $107,033,651 | 213,155 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $78,518,030 | 200,947 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $7,857,033 | 19,621 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $70,508,381 | 189,503 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $70,383,930 | 200,707 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $63,538,102 | 203,798 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $58,915,377 | 199,747 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $49,218,634 | 197,364 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||