Position in UNH
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$784,293
+$209,560 QoQ
Shares Held
1,887
-11.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#2,002
of 3,349 holders
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026IPG Investment Advisors LLC holds $1,885,700 across 2 Healthcare Plans names. UNH ranks #2 (41.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ELV |
Elevance Health, Inc.
|
2,848 | $1,101,407 | |
| 2 | UNH |
Unitedhealth Group Inc
This page
|
1,887 | $784,293 |
All Filings in UNH
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $784,293 | 1,887 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $574,733 | 2,124 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $669,793 | 2,029 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $838,733 | 2,429 | Shares | Sole | 2025-11-13 | |
| 2022-12-31 | $845,637 | 1,595 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $275,246 | 545 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $308,691 | 601 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $380,437 | 746 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $399,703 | 796 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $316,108 | 809 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $316,748 | 791 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $318,491 | 856 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $303,338 | 865 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $260,639 | 836 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $261,325 | 886 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $210,975 | 846 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||