Position in UNH
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$11,990,925
+$4,008,520 QoQ
Shares Held
28,850
-2.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#689
of 3,349 holders
Holding Since
Mar 2021
9 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, 2026HENNESSY ADVISORS INC holds $19,449,670 across 2 Healthcare Plans names. UNH ranks #1 (61.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
28,850 | $11,990,925 | |
| 2 | CVS |
CVS HEALTH Corp
|
72,100 | $7,458,745 |
All Filings in UNH
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,990,925 | 28,850 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $7,982,405 | 29,500 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,244,748 | 6,800 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $483,420 | 1,400 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $109,189 | 350 | Shares | Sole | 2025-07-21 | |
| 2021-12-31 | $3,916,692 | 7,800 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $3,164,994 | 8,100 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $3,323,652 | 8,300 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $3,013,767 | 8,100 | Shares | Sole | 2021-04-19 | |
| No filing history on record for this holder in this stock. | ||||||