J.W. COLE ADVISORS, INC.

Position in UNH — Unitedhealth Group Inc

CIK 1404763 TAMPA, FL

Position in UNH

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

Position Value

$8,844,606

+$3,346,759 QoQ

Shares Held

21,280

+4.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#785

of 3,349 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

J.W. COLE ADVISORS, INC. holds $14,768,577 across 5 Healthcare Plans names. UNH ranks #1 (59.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	21,280	$8,844,606
2	CVS	CVS HEALTH Corp	24,258	$2,509,490
3	CI	Cigna Group	5,311	$1,464,136
4	HUM	Humana Inc	3,140	$1,247,270
5	ELV	Elevance Health, Inc.	1,818	$703,075

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,844,606	21,280	+4.7%	Shares	Sole	2026-07-21
2026-03-31	$5,497,847	20,318	-0.0%	Shares	Sole	2026-04-23
2025-12-31	$6,709,155	20,324	-2.7%	Shares	Sole	2026-02-11
2025-09-30	$7,209,864	20,880	+6.3%	Shares	Sole	2025-11-05
2025-06-30	$6,128,338	19,644	+42.1%	Shares	Sole	2025-08-12
2025-03-31	$7,238,748	13,821	+15.2%	Shares	Sole	2025-05-05
2024-12-31	$6,070,825	12,001	+4.8%	Shares	Sole	2025-01-31
2024-09-30	$6,694,586	11,450	+28.8%	Shares	Sole	2024-10-24
2024-06-30	$4,528,849	8,893	+70.3%	Shares	Sole	2024-08-08
2024-03-31	$2,582,828	5,221	+3.2%	Shares	Sole	2024-04-30
2023-12-31	$2,663,938	5,060	+7.5%	Shares	Sole	2024-01-31
2023-09-30	$2,373,726	4,708	+4.5%	Shares	Sole	2023-10-24
2023-06-30	$2,166,244	4,507	-11.1%	Shares	Sole	2023-07-27
2023-03-31	$2,396,976	5,072	+10.6%	Shares	Sole	2023-05-03
2022-12-31	$2,430,875	4,585	-0.8%	Shares	Sole	2023-02-14
2022-09-30	$2,333,789	4,621	-3.7%	Shares	Sole	2022-10-31
2022-06-30	$2,464,396	4,798	-10.6%	Shares	Sole	2022-07-27
2022-03-31	$2,737,008	5,367	-0.6%	Shares	Sole	2022-06-10
2021-12-31	$2,712,058	5,401	+15.4%	Shares	Sole	2022-01-25
2021-09-30	$1,828,663	4,680	+2.9%	Shares	Sole	2021-10-26
2021-06-30	$1,821,601	4,549	-18.5%	Shares	Sole	2021-08-06
2021-03-31	$2,077,638	5,584	-5.9%	Shares	Sole	2021-04-28
2020-12-31	$2,081,987	5,937	-32.2%	Shares	Sole	2021-02-12
2020-09-30	$2,728,922	8,753	—	Shares	Sole	2020-11-05
No filing history on record for this holder in this stock.