LEE DANNER & BASS INC

Position in UNH — Unitedhealth Group Inc

CIK 939219 NASHVILLE, TN

Position in UNH

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$8,124,319

+$2,797,214 QoQ

Shares Held

19,547

-0.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.51%

of 13F equity value

Holder Rank

#806

of 3,349 holders

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

LEE DANNER & BASS INC holds $13,422,625 across 3 Healthcare Plans names. UNH ranks #1 (60.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	19,547	$8,124,319
2	CVS	CVS HEALTH Corp	47,941	$4,959,496
3	CI	Cigna Group	1,229	$338,810

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,124,319	19,547	-0.7%	Shares	Sole	2026-07-21
2026-03-31	$5,327,105	19,687	-0.1%	Shares	Sole	2026-04-28
2025-12-31	$6,507,128	19,712	-1.8%	Shares	Sole	2026-01-29
2025-09-30	$6,933,969	20,081	+4.8%	Shares	Sole	2025-10-29
2025-06-30	$5,976,721	19,158	+65.9%	Shares	Sole	2025-07-31
2025-03-31	$6,049,836	11,551	-1.5%	Shares	Sole	2025-04-29
2024-12-31	$5,931,714	11,726	-7.2%	Shares	Sole	2025-02-11
2024-09-30	$7,390,939	12,641	-1.1%	Shares	Sole	2024-10-30
2024-06-30	$6,508,852	12,781	+63.3%	Shares	Sole	2024-07-30
2023-12-31	$4,121,207	7,828	+950.7%	Shares	Sole	2024-02-01
2023-09-30	$375,621	745	+2.1%	Shares	Sole	2023-10-27
2023-06-30	$350,867	730	+3.0%	Shares	Sole	2023-07-31
2023-03-31	$335,066	709	0.0%	Shares	Sole	2023-05-02
2022-12-31	$375,897	709	-22.9%	Shares	Sole	2023-02-01
2022-09-30	$464,131	919	0.0%	Shares	Sole	2022-10-31
2022-06-30	$472,025	919	-2.6%	Shares	Sole	2022-07-25
2022-03-31	$481,411	944	+55.8%	Shares	Sole	2022-04-27
2021-12-31	$304,296	606	-4.3%	Shares	Sole	2022-01-27
2021-09-30	$247,338	633	-1.6%	Shares	Sole	2021-11-01
2021-06-30	$257,482	643	0.0%	Shares	Sole	2021-07-27
2021-03-31	$239,241	643	-3.0%	Shares	Sole	2021-04-29
2020-12-31	$232,500	663	—	Shares	Sole	2021-02-09
No filing history on record for this holder in this stock.