LEVEL FOUR ADVISORY SERVICES, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1696715 DALLAS, TX

Position in UNH

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$21,584,081

+$6,813,656 QoQ

Shares Held

51,931

-4.9% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.96%

of 13F equity value

Holder Rank

#533

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

LEVEL FOUR ADVISORY SERVICES, LLC holds $34,141,434 across 6 Healthcare Plans names. UNH ranks #1 (63.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	51,931	$21,584,081
2	ELV	Elevance Health, Inc.	15,946	$6,166,796
3	MOH	Molina Healthcare, Inc.	11,517	$2,633,937
4	ALHC	Alignment Healthcare, Inc.	73,537	$1,750,915
5	CVS	CVS HEALTH Corp	13,235	$1,369,160
6	CI	Cigna Group	2,309	$636,545

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$21,584,081	51,931	-4.9%	Shares	Sole	2026-08-10
2026-03-31	$14,770,425	54,586	+36.1%	Shares	Sole	2026-05-14
2025-12-31	$13,238,401	40,103	+13.5%	Shares	Sole	2026-02-13
2025-09-30	$12,196,341	35,321	+10.6%	Shares	Sole	2025-11-12
2025-06-30	$9,961,514	31,931	-5.1%	Shares	Sole	2025-08-13
2025-03-31	$17,624,711	33,651	-0.3%	Shares	Sole	2025-05-14
2024-12-31	$17,077,833	33,760	-1.1%	Shares	Sole	2025-02-12
2024-09-30	$19,967,406	34,151	-1.4%	Shares	Sole	2024-11-14
2024-06-30	$17,644,331	34,647	+10.6%	Shares	Sole	2024-08-09
2024-03-31	$15,497,466	31,327	+2.3%	Shares	Sole	2024-05-13
2023-12-31	$16,126,829	30,632	+1.4%	Shares	Sole	2024-02-08
2023-09-30	$15,235,613	30,218	+2.1%	Shares	Sole	2023-11-13
2023-06-30	$14,225,021	29,596	+10.6%	Shares	Sole	2023-07-10
2023-03-31	$12,647,453	26,762	-3.2%	Shares	Sole	2023-06-05
2022-12-31	$14,660,537	27,652	+13.8%	Shares	Sole	2023-02-13
2022-09-30	$12,272,977	24,301	-5.8%	Shares	Sole	2022-11-07
2022-06-30	$13,252,681	25,802	-3.7%	Shares	Sole	2022-08-08
2022-03-31	$13,658,016	26,782	+3.7%	Shares	Sole	2022-05-10
2021-12-31	$12,963,748	25,817	+6.4%	Shares	Sole	2022-02-11
2021-09-30	$9,482,869	24,269	-3.0%	Shares	Sole	2021-10-12
2021-06-30	$10,017,006	25,015	+9.2%	Shares	Sole	2021-08-09
2021-03-31	$8,527,100	22,918	+7.3%	Shares	Sole	2021-05-10
2020-12-31	$7,493,330	21,368	-5.4%	Shares	Sole	2021-02-10
2020-09-30	$7,044,131	22,594	-25.8%	Shares	Sole	2020-11-02
2020-06-30	$8,986,536	30,468	+5.4%	Shares	Sole	2020-08-17
2020-03-31	$7,211,570	28,918	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.