Position in UNH
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$669,995
+$316,605 QoQ
Shares Held
1,612
+23.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.21%
of 13F equity value
Holder Rank
#2,111
of 3,349 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026STEPH & CO holds $707,961 across 2 Healthcare Plans names. UNH ranks #1 (94.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
1,612 | $669,995 | |
| 2 | CVS |
CVS HEALTH Corp
|
367 | $37,966 |
All Filings in UNH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $669,995 | 1,612 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $353,390 | 1,306 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $427,162 | 1,294 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $222,027 | 643 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $513,502 | 1,646 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $716,490 | 1,368 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $738,049 | 1,459 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $874,681 | 1,496 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $749,630 | 1,472 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $776,184 | 1,569 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $899,737 | 1,709 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $888,886 | 1,763 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $797,862 | 1,660 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $781,663 | 1,654 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $796,330 | 1,502 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $700,490 | 1,387 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $812,562 | 1,582 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $657,861 | 1,290 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $637,717 | 1,270 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $496,630 | 1,271 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $458,904 | 1,146 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $333,002 | 895 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $313,858 | 895 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $204,521 | 656 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $237,434 | 805 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $200,750 | 805 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||