Dynamic Advisor Solutions LLC

Position in UNH — Unitedhealth Group Inc

CIK 1599747 PHOENIX, AZ

Position in UNH

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$4,891,549

+$1,223,161 QoQ

Shares Held

11,769

-13.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

#982

of 3,349 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Dynamic Advisor Solutions LLC holds $11,526,835 across 4 Healthcare Plans names. UNH ranks #1 (42.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	11,769	$4,891,549
2	CVS	CVS HEALTH Corp	36,441	$3,769,821
3	ELV	Elevance Health, Inc.	6,157	$2,381,096
4	CI	Cigna Group	1,757	$484,369

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,891,549	11,769	-13.2%	Shares	Sole	2026-07-07
2026-03-31	$3,668,388	13,557	+1.8%	Shares	Sole	2026-04-08
2025-12-31	$4,396,074	13,317	-3.7%	Shares	Sole	2026-01-09
2025-09-30	$4,775,153	13,829	-2.4%	Shares	Sole	2025-10-09
2025-06-30	$4,420,926	14,171	-33.7%	Shares	Sole	2025-07-09
2025-03-31	$11,190,442	21,366	-4.4%	Shares	Sole	2025-04-17
2024-09-30	$13,061,166	22,339	-12.6%	Shares	Sole	2024-10-07
2024-06-30	$13,021,778	25,570	+1.9%	Shares	Sole	2024-07-15
2024-03-31	$12,415,980	25,098	+13.8%	Shares	Sole	2024-04-12
2023-12-31	$11,608,663	22,050	+43.2%	Shares	Sole	2024-01-10
2023-09-30	$7,762,509	15,396	+2.9%	Shares	Sole	2023-10-11
2023-06-30	$7,191,335	14,962	+4.8%	Shares	Sole	2023-08-03
2023-03-31	$6,744,331	14,271	+13.2%	Shares	Sole	2023-04-11
2022-12-31	$6,681,328	12,602	-4.3%	Shares	Sole	2023-01-13
2022-09-30	$6,648,346	13,164	-3.9%	Shares	Sole	2022-10-20
2022-06-30	$7,036,217	13,699	+4.5%	Shares	Sole	2022-07-27
2022-03-31	$6,688,256	13,115	-4.3%	Shares	Sole	2022-04-11
2021-12-31	$6,878,815	13,699	+4.5%	Shares	Sole	2022-01-26
2021-09-30	$5,124,164	13,114	+1.8%	Shares	Sole	2021-10-28
2021-06-30	$5,158,067	12,881	+0.8%	Shares	Sole	2021-08-10
2021-03-31	$4,756,914	12,785	+8.0%	Shares	Sole	2021-04-27
2020-12-31	$4,151,349	11,838	+0.6%	Shares	Sole	2021-02-03
2020-09-30	$3,669,844	11,771	-7.3%	Shares	Sole	2020-10-27
2020-06-30	$3,744,685	12,696	+7.2%	Shares	Sole	2020-08-05
2020-03-31	$2,954,654	11,848	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.