Position in UNH
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,924,782
+$824,835 QoQ
Shares Held
4,631
+13.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#1,423
of 3,349 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 42%
Shared 0%
None 58%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Moss Adams Wealth Advisors LLC holds $2,660,865 across 3 Healthcare Plans names. UNH ranks #1 (72.3% of the industry book) .
All Filings in UNH
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,924,782 | 4,631 | Shares | Other | 2026-07-27 | |
| 2026-03-31 | $1,099,947 | 4,065 | Shares | Other | 2026-04-23 | |
| 2025-12-31 | $1,552,837 | 4,704 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $1,573,186 | 4,556 | Shares | Other | 2025-10-21 | |
| 2025-06-30 | $948,700 | 3,041 | Shares | Other | 2025-07-17 | |
| 2025-03-31 | $2,349,018 | 4,485 | Shares | Other | 2025-04-14 | |
| 2024-12-31 | $2,085,154 | 4,122 | Shares | Other | 2025-01-15 | |
| 2024-09-30 | $2,525,817 | 4,320 | Shares | Other | 2024-10-18 | |
| 2024-06-30 | $1,999,354 | 3,926 | Shares | Other | 2024-07-23 | |
| 2024-03-31 | $1,746,290 | 3,530 | Shares | Other | 2024-05-07 | |
| 2023-12-31 | $1,727,874 | 3,282 | Shares | Other | 2024-02-06 | |
| 2023-09-30 | $1,561,475 | 3,097 | Shares | Sole | 2023-12-20 | |
| 2023-06-30 | $1,423,655 | 2,962 | Shares | Sole | 2023-12-20 | |
| 2023-03-31 | $1,362,004 | 2,882 | Shares | Sole | 2023-12-20 | |
| 2022-12-31 | $1,652,571 | 3,117 | Shares | Other | 2023-12-20 | |
| No filing history on record for this holder in this stock. | ||||||