Position in UNH
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$605,988
+$211,468 QoQ
Shares Held
1,458
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.03%
of 13F equity value
Holder Rank
#2,179
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, 2026FELL CAPITAL MANAGEMENT /ADV holds $1,009,443 across 2 Healthcare Plans names. UNH ranks #1 (60.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
1,458 | $605,988 | |
| 2 | CVS |
CVS HEALTH Corp
|
3,900 | $403,455 |
All Filings in UNH
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $605,988 | 1,458 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $394,520 | 1,458 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $530,816 | 1,608 | Shares | Sole | 2026-03-27 | |
| No filing history on record for this holder in this stock. | ||||||