Position in UNH
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$884,045
+$130,994 QoQ
Shares Held
2,127
-23.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#1,911
of 3,349 holders
Holding Since
Sep 2023
12 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, 2026SYM FINANCIAL Corp holds $2,928,809 across 5 Healthcare Plans names. UNH ranks #2 (30.2% of the industry book) .
All Filings in UNH
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $884,045 | 2,127 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $753,051 | 2,783 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $889,316 | 2,694 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,000,334 | 2,897 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,034,180 | 3,315 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,654,002 | 3,158 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,441,195 | 2,849 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $559,538 | 957 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $403,333 | 792 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $247,844 | 501 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $304,826 | 579 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $224,364 | 445 | Shares | Sole | 2023-10-27 | |
| No filing history on record for this holder in this stock. | ||||||