Independent Advisor Alliance

Position in UNH — Unitedhealth Group Inc

CIK 1696899 CHARLOTTE, NC

Position in UNH

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$9,617,677

+$3,867,100 QoQ

Shares Held

23,140

+8.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#762

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 3% Shared 0% None 97%

Healthcare · as of Jun 30, 2026

Independent Advisor Alliance holds $16,574,901 across 6 Healthcare Plans names. UNH ranks #1 (58.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	23,140	$9,617,677
2	CVS	CVS HEALTH Corp	32,453	$3,357,262
3	CI	Cigna Group	4,945	$1,363,237
4	ELV	Elevance Health, Inc.	2,885	$1,115,715
5	HUM	Humana Inc	2,205	$875,869
6	CNC	Centene Corp	3,819	$245,141

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,617,677	23,140	+8.9%	Shares	Sole	2026-08-12
2026-03-31	$5,750,577	21,252	-34.1%	Shares	Sole	2026-05-12
2025-12-31	$10,645,717	32,249	+0.9%	Shares	Sole	2026-02-04
2025-09-30	$11,041,657	31,977	+28.2%	Shares	Sole	2025-11-04
2025-06-30	$7,783,962	24,951	-27.2%	Shares	Sole	2025-08-11
2025-03-31	$17,940,008	34,253	-5.1%	Shares	Sole	2025-05-12
2024-12-31	$18,263,569	36,104	-5.4%	Shares	Sole	2025-02-07
2024-09-30	$22,322,496	38,179	-2.7%	Shares	Sole	2024-11-13
2024-06-30	$19,986,417	39,246	+2.5%	Shares	Sole	2024-08-12
2024-03-31	$18,948,988	38,304	+6.2%	Shares	Sole	2024-05-08
2023-12-31	$18,985,560	36,062	+14.0%	Shares	Sole	2024-02-08
2023-09-30	$15,946,520	31,628	-8.3%	Shares	Sole	2023-10-24
2023-06-30	$16,573,428	34,482	+3.5%	Shares	Sole	2023-07-28
2023-03-31	$15,747,643	33,322	+1.7%	Shares	Sole	2023-05-12
2022-12-31	$17,364,985	32,753	+5.3%	Shares	Sole	2023-02-13
2022-09-30	$15,701,693	31,090	-2.8%	Shares	Sole	2022-11-04
2022-06-30	$16,422,805	31,974	+5.0%	Shares	Sole	2022-08-04
2022-03-31	$15,534,706	30,462	+23.5%	Shares	Sole	2022-05-06
2021-12-31	$12,383,274	24,661	+3.4%	Shares	Sole	2022-02-11
2021-09-30	$9,322,274	23,858	+5.2%	Shares	Sole	2021-11-01
2021-06-30	$9,081,178	22,678	+1.7%	Shares	Sole	2021-08-12
2021-03-31	$8,292,696	22,288	+6.0%	Shares	Sole	2021-05-14
2020-12-31	$7,370,942	21,019	+4.6%	Shares	Sole	2021-02-11
2020-09-30	$6,264,706	20,094	+13.8%	Shares	Sole	2020-11-04
2020-06-30	$5,209,111	17,661	+3.0%	Shares	Sole	2020-08-06
2020-03-31	$4,276,617	17,149	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.