Position in UNH
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$710,311
+$472,302 QoQ
Shares Held
1,709
+137.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#2,067
of 3,349 holders
Holding Since
Dec 2024
4 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, 2026PKS Advisory Services, LLC holds $2,232,052 across 3 Healthcare Plans names. UNH ranks #2 (31.8% of the industry book) .
All Filings in UNH
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $710,311 | 1,709 | Shares | Sole | 2026-08-04 | |
| 2025-12-31 | $238,009 | 721 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $277,275 | 803 | Shares | Sole | 2025-11-12 | |
| 2024-12-31 | $644,465 | 1,274 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||