Position in UNH
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$374,067
-$3,374,332 QoQ
Shares Held
900
-92.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#2,529
of 3,349 holders
Holding Since
Dec 2024
5 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, 2026WESTBOURNE INVESTMENTS, INC. holds $2,131,157 across 3 Healthcare Plans names. UNH ranks #2 (17.6% of the industry book) .
All Filings in UNH
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $374,067 | 900 | Shares | Sole | 2026-08-11 | |
| 2025-12-31 | $3,748,399 | 11,355 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $4,026,198 | 11,660 | Shares | Sole | 2025-11-06 | |
| 2025-03-31 | $426,856 | 815 | Shares | Sole | 2025-05-21 | |
| 2024-12-31 | $437,568 | 865 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||