Position in UNH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,994,637
+$2,330,207 QoQ
Shares Held
16,829
-2.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#856
of 3,349 holders
Holding Since
Mar 2020
26 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, 2026Mutual Advisors, LLC holds $16,277,538 across 8 Healthcare Plans names. UNH ranks #1 (43.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
16,829 | $6,994,637 | |
| 2 | OSCR |
Oscar Health, Inc.
|
76,870 | $2,192,332 | |
| 3 | CI |
Cigna Group
|
6,408 | $1,766,557 | |
| 4 | MOH |
Molina Healthcare, Inc.
|
7,559 | $1,728,743 | |
| 5 | PGNY |
Progyny, Inc.
|
46,979 | $1,354,404 | |
| 6 | CVS |
CVS HEALTH Corp
|
10,161 | $1,051,155 | |
| 7 | ELV |
Elevance Health, Inc.
|
2,382 | $921,190 | |
| 8 | HUM |
Humana Inc
|
676 | $268,520 |
All Filings in UNH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,994,637 | 16,829 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,664,430 | 17,238 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $5,536,274 | 16,771 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $6,121,478 | 17,728 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $6,620,003 | 21,220 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $8,763,385 | 16,732 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $9,340,704 | 18,465 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $12,181,807 | 20,835 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $9,924,968 | 19,489 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $9,733,717 | 19,676 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $10,186,141 | 19,348 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $9,227,685 | 18,302 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $8,094,458 | 16,841 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $7,465,031 | 15,796 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $7,921,949 | 14,942 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $7,103,892 | 14,066 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $6,319,703 | 12,304 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $5,801,928 | 11,377 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $5,898,638 | 11,747 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,479,443 | 11,464 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $4,360,391 | 10,889 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $3,749,349 | 10,077 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $3,462,614 | 9,874 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,853,319 | 9,152 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,561,050 | 8,683 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,674,586 | 6,715 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||