Position in UNH
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,816,724
+$1,146,102 QoQ
Shares Held
6,777
+9.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#1,231
of 3,349 holders
Holding Since
Mar 2021
18 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, 2026Advisory Alpha, LLC holds $3,569,115 across 2 Healthcare Plans names. UNH ranks #1 (78.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
6,777 | $2,816,724 | |
| 2 | CVS |
CVS HEALTH Corp
|
7,273 | $752,391 |
All Filings in UNH
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,816,724 | 6,777 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,670,622 | 6,174 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,817,255 | 5,505 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,963,721 | 5,687 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,711,467 | 5,486 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $2,385,681 | 4,555 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $2,155,975 | 4,262 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $2,502,430 | 4,280 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,248,382 | 4,415 | Shares | Sole | 2024-08-21 | |
| 2024-03-31 | $2,025,796 | 4,095 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,764,727 | 3,352 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $1,380,472 | 2,738 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $919,464 | 1,913 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $713,610 | 1,510 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $816,477 | 1,540 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $876,749 | 1,736 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $962,542 | 1,874 | Shares | Sole | 2022-07-15 | |
| 2021-03-31 | $204,638 | 550 | Shares | Sole | 2021-05-20 | |
| No filing history on record for this holder in this stock. | ||||||