Position in UNH
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$333,335
+$124,169 QoQ
Shares Held
802
+3.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#2,616
of 3,349 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026JFS WEALTH ADVISORS, LLC holds $817,198 across 10 Healthcare Plans names. UNH ranks #1 (40.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
802 | $333,335 | |
| 2 | CVS |
CVS HEALTH Corp
|
2,759 | $285,418 | |
| 3 | CI |
Cigna Group
|
425 | $117,164 | |
| 4 | ELV |
Elevance Health, Inc.
|
127 | $49,114 | |
| 5 | HUM |
Humana Inc
|
30 | $11,916 | |
| 6 | CNC |
Centene Corp
|
177 | $11,361 | |
| 7 | MOH |
Molina Healthcare, Inc.
|
24 | $5,488 | |
| 8 | OSCR |
Oscar Health, Inc.
|
78 | $2,224 |
All Filings in UNH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $333,335 | 802 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $209,166 | 773 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $263,097 | 797 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $361,874 | 1,048 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $299,491 | 960 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $399,621 | 763 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $405,193 | 801 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $2,045,795 | 3,499 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $339,676 | 667 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $377,456 | 763 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $370,108 | 703 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $238,986 | 474 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $192,736 | 401 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $196,597 | 416 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $251,305 | 474 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $254,035 | 503 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $250,651 | 488 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $228,976 | 449 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $202,362 | 403 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $105,499 | 270 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $22,024 | 55 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $20,463 | 55 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $19,287 | 55 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $3,741 | 12 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $3,539 | 12 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $2,992 | 12 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||