Position in UNH
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$895,681
+$815,857 QoQ
Shares Held
2,155
+630.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#1,902
of 3,349 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026RATIONAL ADVISORS, INC. holds $922,146 across 2 Healthcare Plans names. UNH ranks #1 (97.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
2,155 | $895,681 | |
| 2 | CI |
Cigna Group
|
96 | $26,465 |
All Filings in UNH
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $895,681 | 2,155 | Shares | Other | 2026-07-24 | |
| 2026-03-31 | $79,824 | 295 | Shares | Other | 2026-05-07 | |
| 2025-12-31 | $757,602 | 2,295 | Shares | Other | 2026-02-10 | |
| 2025-09-30 | $89,087 | 258 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $101,078 | 324 | Shares | Other | 2025-07-31 | |
| 2024-12-31 | $882,219 | 1,744 | Shares | Other | 2025-01-31 | |
| 2024-06-30 | $400,787 | 787 | Shares | Other | 2024-07-25 | |
| 2023-09-30 | $28,234 | 56 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $26,915 | 56 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,675,803 | 5,662 | Shares | Other | 2023-05-12 | |
| 2022-12-31 | $1,998,248 | 3,769 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $2,357,021 | 4,667 | Shares | Other | 2022-11-08 | |
| 2022-06-30 | $2,097,664 | 4,084 | Shares | Other | 2022-08-09 | |
| 2022-03-31 | $27,538 | 54 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,210,157 | 2,410 | Shares | Other | 2022-02-10 | |
| 2021-09-30 | $1,527,793 | 3,910 | Shares | Other | 2021-11-09 | |
| 2021-06-30 | $1,474,420 | 3,682 | Shares | Other | 2021-08-06 | |
| 2020-12-31 | $1,052,040 | 3,000 | Shares | Other | 2021-02-05 | |
| 2020-09-30 | $132,501 | 425 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $15,632 | 53 | Shares | Other | 2020-08-10 | |
| 2020-03-31 | $137,907 | 553 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||