Position in UNH
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,230,264
+$674,473 QoQ
Shares Held
2,960
+44.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,678
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, 2026LVW Advisors, LLC holds $1,764,790 across 2 Healthcare Plans names. UNH ranks #1 (69.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
2,960 | $1,230,264 | |
| 2 | CVS |
CVS HEALTH Corp
|
5,167 | $534,526 |
All Filings in UNH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,230,264 | 2,960 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $555,791 | 2,054 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,075,498 | 3,258 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $615,324 | 1,782 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $452,356 | 1,450 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $805,003 | 1,537 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,041,565 | 2,059 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,730,652 | 2,960 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $1,253,798 | 2,462 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,036,396 | 2,095 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,063,469 | 2,020 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $891,912 | 1,769 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $716,634 | 1,491 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $1,119,093 | 2,368 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,288,867 | 2,431 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $1,218,661 | 2,413 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $1,258,393 | 2,450 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,193,839 | 2,341 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,146,887 | 2,284 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $760,380 | 1,946 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $625,887 | 1,563 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $513,828 | 1,381 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $567,400 | 1,618 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $521,902 | 1,674 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $407,915 | 1,383 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $354,618 | 1,422 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||