STEPHENS INC /AR/

Position in UNH — Unitedhealth Group Inc

CIK 757657 LITTLE ROCK, AR

Back to UNH Full portfolio

Position in UNH

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$18,561,204

+$7,747,616 QoQ

Shares Held

44,658

+11.7% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

#563

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Common Shares in UNH Over Time

Shares Held

Position Value (USD)

Position in Healthcare Plans

Healthcare · as of Jun 30, 2026

STEPHENS INC /AR/ holds $27,013,011 across 6 Healthcare Plans names. UNH ranks #1 (68.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	44,658	$18,561,204
2	ELV	Elevance Health, Inc.	8,474	$3,277,150
3	CVS	CVS HEALTH Corp	29,092	$3,009,567
4	CI	Cigna Group	4,835	$1,332,912
5	HUM	Humana Inc	1,176	$467,130
6	CNC	Centene Corp	5,687	$365,048

All Filings in UNH

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$18,561,204	44,658	+11.7%	Shares	Defined	2026-07-29
2026-03-31	$10,813,588	39,963	-3.5%	Shares	Defined	2026-04-28
2025-12-31	$13,672,495	41,418	+30.2%	Shares	Defined	2026-02-05
2025-09-30	$10,980,885	31,801	+9.1%	Shares	Defined	2025-10-27
2025-06-30	$9,090,181	29,138	-8.2%	Shares	Defined	2025-07-29
2025-03-31	$16,616,492	31,726	-6.3%	Shares	Defined	2025-05-01
2024-12-31	$17,120,831	33,845	-20.3%	Shares	Defined	2025-01-28
2024-09-30	$24,817,327	42,446	+1.3%	Shares	Defined	2024-10-28
2024-06-30	$21,348,688	41,921	-46.0%	Shares	Defined	2024-08-06
2024-03-31	$38,386,246	77,595	-1.0%	Shares	Defined	2024-05-15
2023-12-31	$41,284,724	78,418	+13.6%	Shares	Defined	2024-02-13
2023-09-30	$34,813,311	69,048	-11.4%	Shares	Defined	2023-11-14
2023-06-30	$37,463,004	77,944	+7.2%	Shares	Defined	2023-08-14
2023-03-31	$34,351,621	72,688	-7.3%	Shares	Defined	2023-05-15
2022-12-31	$41,594,741	78,454	+4.9%	Shares	Defined	2023-02-14
2022-09-30	$37,776,992	74,800	-1.0%	Shares	Defined	2022-11-02
2022-06-30	$38,823,750	75,587	-4.3%	Shares	Defined	2022-08-03
2022-03-31	$40,272,840	78,971	+6.0%	Shares	Defined	2022-05-04
2021-12-31	$37,402,400	74,486	-1.6%	Shares	Defined	2022-03-07
2021-09-30	$29,581,362	75,706	-6.2%	Shares	Defined	2021-10-27
2021-06-30	$32,316,308	80,702	+9.2%	Shares	Defined	2021-08-12
2021-03-31	$27,495,228	73,898	+7.8%	Shares	Defined	2021-05-14
2020-12-31	$24,029,996	68,524	+5.4%	Shares	Defined	2021-02-10
2020-09-30	$20,267,232	65,007	+33.6%	Shares	Defined	2020-11-13
2020-06-30	$14,355,216	48,670	+0.5%	Shares	Defined	2020-08-24
2020-03-31	$12,075,977	48,424	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.