Position in UNH
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$216,543
-$45,332 QoQ
Shares Held
521
+4.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,985
of 3,349 holders
Holding Since
Jun 2021
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026PEDDOCK CAPITAL ADVISORS, LLC holds $542,824 across 2 Healthcare Plans names. UNH ranks #2 (39.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
|
3,154 | $326,281 | |
| 2 | UNH |
Unitedhealth Group Inc
This page
|
521 | $216,543 |
All Filings in UNH
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $216,543 | 521 | Shares | Sole | 2026-07-22 | |
| 2025-03-31 | $261,875 | 500 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $265,070 | 524 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $306,372 | 524 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $266,852 | 524 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $321,060 | 649 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $341,679 | 649 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $333,269 | 661 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $317,703 | 661 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $307,656 | 651 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $332,422 | 627 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $285,852 | 566 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $256,815 | 500 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $254,985 | 500 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $251,070 | 500 | Shares | Sole | 2022-02-08 | |
| 2021-06-30 | $200,220 | 500 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||