Annex Advisory Services, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1542287 BROOKFIELD, WI

Position in UNH

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$28,502,658

+$21,353,671 QoQ

Shares Held

68,577

+159.6% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

1.24%

of 13F equity value

Holder Rank

#471

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

Annex Advisory Services, LLC holds $31,331,600 across 3 Healthcare Plans names. UNH ranks #1 (91.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	68,577	$28,502,658
2	OSCR	Oscar Health, Inc.	74,283	$2,118,551
3	CVS	CVS HEALTH Corp	6,867	$710,391

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$28,502,658	68,577	+159.6%	Shares	Sole	2026-07-10
2026-03-31	$7,148,987	26,420	+2.5%	Shares	Sole	2026-04-16
2025-12-31	$8,511,556	25,784	+50.1%	Shares	Sole	2026-01-26
2025-09-30	$5,931,563	17,178	-4.7%	Shares	Sole	2025-10-17
2025-06-30	$5,621,075	18,018	-69.8%	Shares	Sole	2025-07-11
2025-03-31	$31,200,311	59,571	+9.2%	Shares	Sole	2025-04-11
2024-12-31	$27,594,663	54,550	+30.0%	Shares	Sole	2025-01-16
2024-09-30	$24,530,249	41,955	+2.7%	Shares	Sole	2024-10-10
2024-06-30	$20,800,724	40,845	+7.1%	Shares	Sole	2024-07-12
2024-03-31	$18,857,964	38,120	+6.1%	Shares	Sole	2024-04-12
2023-12-31	$18,921,858	35,941	+2.2%	Shares	Sole	2024-02-13
2023-09-30	$17,738,916	35,183	+11.2%	Shares	Sole	2023-11-01
2023-06-30	$15,212,736	31,651	+13.6%	Shares	Sole	2023-07-24
2023-03-31	$13,163,994	27,855	+135.3%	Shares	Sole	2023-04-27
2022-12-31	$6,277,331	11,840	-7.9%	Shares	Sole	2023-01-30
2022-09-30	$6,491,784	12,854	-1.4%	Shares	Sole	2022-10-24
2022-06-30	$6,698,248	13,041	+3.8%	Shares	Sole	2022-07-27
2022-03-31	$6,407,773	12,565	+3.0%	Shares	Sole	2022-04-13
2021-12-31	$6,123,095	12,194	+1.9%	Shares	Sole	2022-01-31
2021-09-30	$4,675,594	11,966	+5.2%	Shares	Sole	2021-10-18
2021-06-30	$4,555,405	11,376	+45.4%	Shares	Sole	2021-07-29
2021-03-31	$2,911,075	7,824	+10.0%	Shares	Sole	2021-04-22
2020-12-31	$2,494,386	7,113	+2.7%	Shares	Sole	2021-01-28
2020-09-30	$2,158,695	6,924	+3.9%	Shares	Sole	2020-10-23
2020-06-30	$1,964,956	6,662	+15.0%	Shares	Sole	2020-07-21
2020-03-31	$1,444,159	5,791	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.