Position in UNH
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$10,874,543
+$5,210,554 QoQ
Shares Held
26,164
+25.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.56%
of 13F equity value
Holder Rank
#716
of 3,349 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026TOTH FINANCIAL ADVISORY CORP holds $27,649,865 across 5 Healthcare Plans names. UNH ranks #2 (39.3% of the industry book) .
All Filings in UNH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,874,543 | 26,164 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $5,663,989 | 20,932 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $8,093,967 | 24,519 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $8,182,228 | 23,696 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $6,730,752 | 21,575 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $10,367,631 | 19,795 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $10,220,395 | 20,204 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $11,694,184 | 20,001 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $10,190,292 | 20,010 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $9,905,872 | 20,024 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $10,383,041 | 19,722 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $9,772,210 | 19,382 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $9,199,930 | 19,141 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $9,111,062 | 19,279 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $10,388,346 | 19,594 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $9,845,754 | 19,495 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $9,515,509 | 18,526 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $9,244,226 | 18,127 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $9,030,485 | 17,984 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $7,127,097 | 18,240 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $6,995,286 | 17,469 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $6,421,184 | 17,258 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $5,867,227 | 16,731 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $5,037,267 | 16,157 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $4,407,142 | 14,942 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $2,470,607 | 9,907 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||