Position in UNH
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,335,836
+$834,070 QoQ
Shares Held
5,620
+1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,325
of 3,349 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $7,642,497 across 11 Healthcare Plans names. UNH ranks #1 (30.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
5,620 | $2,335,836 | |
| 2 | CNC |
Centene Corp
|
23,418 | $1,503,196 | |
| 3 | CVS |
CVS HEALTH Corp
|
14,501 | $1,500,123 | |
| 4 | MOH |
Molina Healthcare, Inc.
|
3,674 | $840,240 | |
| 5 | CI |
Cigna Group
|
2,169 | $597,946 | |
| 6 | ELV |
Elevance Health, Inc.
|
1,503 | $581,248 | |
| 7 | HUM |
Humana Inc
|
453 | $179,935 | |
| 8 | ALHC |
Alignment Healthcare, Inc.
|
1,874 | $44,616 |
All Filings in UNH
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,335,836 | 5,620 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,501,766 | 5,550 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,792,494 | 5,430 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,220,277 | 6,430 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,806,303 | 5,790 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,036,860 | 3,889 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,824,128 | 3,606 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,687,967 | 2,887 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,335,276 | 2,622 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,201,623 | 2,429 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $1,632,579 | 3,101 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,462,652 | 2,901 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,261,677 | 2,625 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,300,093 | 2,751 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,719,901 | 3,244 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,811,071 | 3,586 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,842,388 | 3,587 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $1,303,990 | 2,557 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $765,761 | 1,525 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||