BEACON INVESTMENT ADVISORY SERVICES, INC.

Position in UNH — Unitedhealth Group Inc

CIK 1654599 MORRISTOWN, NJ

Position in UNH

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$723,611

+$194,337 QoQ

Shares Held

1,741

-11.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#2,056

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 73% Shared 0% None 27%

Healthcare · as of Jun 30, 2026

BEACON INVESTMENT ADVISORY SERVICES, INC. holds $1,999,756 across 4 Healthcare Plans names. UNH ranks #2 (36.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MOH	Molina Healthcare, Inc.	5,202	$1,189,697
2	UNH	Unitedhealth Group Inc This page	1,741	$723,611
3	CVS	CVS HEALTH Corp	825	$85,346
4	CI	Cigna Group	4	$1,102

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$723,611	1,741	-11.0%	Shares	Sole	2026-07-08
2026-03-31	$529,274	1,956	-9.9%	Shares	Sole	2026-04-14
2025-12-31	$716,338	2,170	+12.0%	Shares	Sole	2026-01-16
2025-09-30	$669,191	1,938	-90.4%	Shares	Sole	2025-10-16
2025-06-30	$6,294,618	20,177	-5.5%	Shares	Sole	2025-07-15
2025-03-31	$11,178,920	21,344	-2.3%	Shares	Sole	2025-05-06
2024-12-31	$11,047,982	21,840	+0.4%	Shares	Sole	2025-01-17
2024-09-30	$12,719,128	21,754	-1.2%	Shares	Sole	2024-11-14
2024-06-30	$11,212,886	22,018	-30.1%	Shares	Sole	2024-08-14
2024-03-31	$15,575,134	31,484	-2.0%	Shares	Sole	2024-05-09
2023-12-31	$16,915,481	32,130	-7.7%	Shares	Sole	2024-02-12
2023-09-30	$17,558,920	34,826	+1.0%	Shares	Sole	2023-10-31
2023-06-30	$16,566,699	34,468	-24.8%	Shares	Sole	2023-07-21
2023-03-31	$21,657,854	45,828	-0.9%	Shares	Sole	2023-05-04
2022-12-31	$24,517,113	46,243	-1.2%	Shares	Sole	2023-01-13
2022-09-30	$23,635,872	46,800	-0.3%	Shares	Sole	2022-10-20
2022-06-30	$24,119,037	46,958	+20.9%	Shares	Sole	2022-07-21
2022-03-31	$19,813,354	38,852	+0.3%	Shares	Sole	2022-05-12
2021-12-31	$19,447,882	38,730	+2.0%	Shares	Sole	2022-02-04
2021-09-30	$14,841,086	37,982	+1.9%	Shares	Sole	2021-11-09
2021-06-30	$14,923,197	37,267	+1.5%	Shares	Sole	2021-08-02
2021-03-31	$13,656,457	36,704	+2.0%	Shares	Sole	2021-05-21
2020-12-31	$12,616,414	35,977	+1.5%	Shares	Sole	2021-02-08
2020-09-30	$11,054,740	35,458	-0.6%	Shares	Sole	2020-10-29
2020-06-30	$10,516,442	35,655	-0.6%	Shares	Sole	2020-07-28
2020-03-31	$8,944,263	35,866	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.