HARBOR INVESTMENT ADVISORY, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1468792 LUTHERVILLE, MD

Position in UNH

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$6,129,711

+$1,864,401 QoQ

Shares Held

14,748

-6.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.65%

of 13F equity value

Holder Rank

#900

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

HARBOR INVESTMENT ADVISORY, LLC holds $7,216,598 across 6 Healthcare Plans names. UNH ranks #1 (84.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	14,748	$6,129,711
2	CI	Cigna Group	3,252	$896,511
3	CVS	CVS HEALTH Corp	935	$96,725
4	ELV	Elevance Health, Inc.	182	$70,384
5	MOH	Molina Healthcare, Inc.	100	$22,870
6	HUM	Humana Inc	1	$397

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,129,711	14,748	-6.4%	Shares	Sole	2026-07-07
2026-03-31	$4,265,310	15,763	-23.3%	Shares	Sole	2026-04-23
2025-12-31	$6,781,779	20,544	+0.9%	Shares	Sole	2026-01-07
2025-09-30	$7,029,617	20,358	-25.5%	Shares	Sole	2025-10-27
2025-06-30	$8,530,507	27,344	-15.7%	Shares	Sole	2025-07-01
2025-03-31	$16,994,116	32,447	-6.1%	Shares	Sole	2025-04-09
2024-12-31	$17,485,050	34,565	-0.7%	Shares	Sole	2025-01-16
2024-09-30	$20,359,142	34,821	-2.3%	Shares	Sole	2024-10-04
2024-06-30	$18,156,137	35,652	-0.8%	Shares	Sole	2024-07-19
2024-03-31	$17,782,486	35,946	+3.2%	Shares	Sole	2024-04-12
2023-12-31	$18,330,105	34,817	+0.5%	Shares	Sole	2024-01-26
2023-09-30	$17,460,603	34,631	-3.2%	Shares	Sole	2023-10-13
2023-06-30	$17,188,647	35,762	+10.0%	Shares	Sole	2023-07-14
2023-03-31	$15,363,428	32,509	-3.8%	Shares	Sole	2023-04-21
2022-12-31	$17,913,721	33,788	-1.2%	Shares	Sole	2023-01-24
2022-09-30	$17,269,337	34,194	+0.0%	Shares	Sole	2022-11-01
2022-06-30	$17,560,496	34,189	+4.1%	Shares	Sole	2022-07-18
2022-03-31	$16,753,024	32,851	+0.6%	Shares	Sole	2022-04-20
2021-12-31	$16,401,900	32,664	-0.2%	Shares	Sole	2022-01-10
2021-09-30	$12,793,609	32,742	+0.4%	Shares	Sole	2021-10-12
2021-06-30	$13,055,144	32,602	+0.4%	Shares	Sole	2021-07-27
2021-03-31	$12,086,693	32,485	+1.0%	Shares	Sole	2021-04-16
2020-12-31	$11,280,323	32,167	+1.8%	Shares	Sole	2021-02-04
2020-09-30	$9,850,684	31,596	-3.0%	Shares	Sole	2020-10-23
2020-06-30	$9,610,945	32,585	+2.7%	Shares	Sole	2020-07-16
2020-03-31	$7,912,578	31,729	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.