Position in UNH
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$230,658,492
+$11,181,228 QoQ
Shares Held
852,428
+28.2% QoQ
Ownership
0.095%
of shares outstanding
% of Portfolio
1.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
All Filings in UNH
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $230,658,492 | 852,428 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $219,477,264 | 664,861 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $236,240,793 | 684,161 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $212,382,000 | 680,777 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $145,103,890 | 277,048 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $119,026,328 | 235,295 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $137,627,240 | 235,389 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $118,146,792 | 231,997 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $112,452,730 | 227,315 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $147,783,814 | 280,707 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $143,258,529 | 284,136 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $148,603,793 | 309,179 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $184,004,333 | 389,353 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $159,588,421 | 301,008 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $179,689,695 | 355,793 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $142,218,496 | 276,889 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $129,242,206 | 253,431 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $134,419,865 | 267,694 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $104,499,114 | 267,439 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $106,491,010 | 265,935 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $101,562,087 | 272,965 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $95,295,185 | 271,744 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $85,087,021 | 272,916 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $76,090,905 | 257,979 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $48,359,269 | 193,918 | Shares | Sole | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||