Checchi Capital Advisers, LLC
Position in UNH — Unitedhealth Group Inc
CIK 1598186
BEVERLY HILLS, CA
Position in UNH
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$8,869,544
+$3,098,130 QoQ
Shares Held
21,340
+0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.11%
of 13F equity value
Holder Rank
#783
of 3,349 holders
Holding Since
Mar 2020
26 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, 2026Checchi Capital Advisers, LLC holds $11,851,213 across 5 Healthcare Plans names. UNH ranks #1 (74.8% of the industry book) .
All Filings in UNH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,869,544 | 21,340 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $5,771,414 | 21,329 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $6,826,014 | 20,678 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $7,448,466 | 21,571 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $7,117,907 | 22,816 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $9,266,708 | 17,693 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $8,813,598 | 17,423 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $7,687,957 | 13,149 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $7,381,214 | 14,494 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $7,469,475 | 15,099 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $8,210,826 | 15,596 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $7,678,309 | 15,229 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $6,944,286 | 14,448 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $6,773,159 | 14,332 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $7,617,096 | 14,367 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $7,639,740 | 15,127 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $6,142,501 | 11,959 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $5,585,701 | 10,953 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $5,443,197 | 10,840 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $3,809,715 | 9,750 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $3,936,325 | 9,830 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $3,749,721 | 10,078 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $3,555,895 | 10,140 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $3,391,434 | 10,878 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $3,074,263 | 10,423 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $2,053,145 | 8,233 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||