Position in UNH
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$3,221,132
+$1,046,401 QoQ
Shares Held
7,750
-3.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#1,175
of 3,349 holders
Holding Since
Mar 2020
26 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, 20261834 INVESTMENT ADVISORS CO holds $13,685,513 across 2 Healthcare Plans names. UNH ranks #2 (23.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
|
101,154 | $10,464,381 | |
| 2 | UNH |
Unitedhealth Group Inc
This page
|
7,750 | $3,221,132 |
All Filings in UNH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,221,132 | 7,750 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $2,174,731 | 8,037 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,833,334 | 8,583 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $3,232,353 | 9,361 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $3,071,656 | 9,846 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $5,320,252 | 10,158 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $5,434,959 | 10,744 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $6,581,158 | 11,256 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $6,679,963 | 13,117 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $7,273,574 | 14,703 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $9,715,477 | 18,454 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $11,106,297 | 22,028 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $11,248,417 | 23,403 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $11,861,536 | 25,099 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $11,589,734 | 21,860 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $11,400,267 | 22,573 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $11,860,230 | 23,091 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $14,230,202 | 27,904 | Shares | Sole | 2022-05-24 | |
| 2021-12-31 | $14,716,216 | 29,307 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $11,519,405 | 29,481 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $11,855,426 | 29,606 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $11,414,735 | 30,679 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $11,414,283 | 32,549 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $11,557,625 | 37,071 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $10,431,791 | 35,368 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $8,535,279 | 34,226 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||