Position in UNH
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$266,003
+$80,920 QoQ
Shares Held
640
-6.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#2,813
of 3,349 holders
Holding Since
Sep 2022
16 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, 2026BARRETT & COMPANY, INC. holds $765,868 across 3 Healthcare Plans names. UNH ranks #2 (34.7% of the industry book) .
All Filings in UNH
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $266,003 | 640 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $185,083 | 684 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $158,782 | 481 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $395,368 | 1,145 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $368,436 | 1,181 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $481,326 | 919 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $464,885 | 919 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $537,320 | 919 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $468,009 | 919 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $504,099 | 1,019 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $560,164 | 1,064 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $453,266 | 899 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $432,095 | 899 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $309,073 | 654 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $432,096 | 815 | Shares | Sole | 2023-05-23 | |
| 2022-09-30 | $411,607 | 815 | Shares | Sole | 2023-06-13 | |
| No filing history on record for this holder in this stock. | ||||||