Steward Partners Investment Advisory, LLC
Position in UNH — Unitedhealth Group Inc
CIK 1723397
STAMFORD, CT
Position in UNH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$42,353,112
+$16,386,755 QoQ
Shares Held
101,901
+6.2% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#399
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, 2026Steward Partners Investment Advisory, LLC holds $71,987,529 across 8 Healthcare Plans names. UNH ranks #1 (58.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
101,901 | $42,353,112 | |
| 2 | ELV |
Elevance Health, Inc.
|
32,593 | $12,604,690 | |
| 3 | CVS |
CVS HEALTH Corp
|
72,108 | $7,459,572 | |
| 4 | CI |
Cigna Group
|
21,502 | $5,927,671 | |
| 5 | ALHC |
Alignment Healthcare, Inc.
|
110,976 | $2,642,338 | |
| 6 | HUM |
Humana Inc
|
2,340 | $929,494 | |
| 7 | OSCR |
Oscar Health, Inc.
|
2,244 | $63,998 | |
| 8 | CLOV |
Clover Health Investments, Corp. /De
|
1,270 | $6,654 |
All Filings in UNH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,353,112 | 101,901 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $25,966,357 | 95,962 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $34,379,966 | 104,147 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $38,487,828 | 111,462 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $33,799,453 | 108,342 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $61,601,380 | 117,616 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $61,582,384 | 121,738 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $70,063,373 | 119,832 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $52,809,243 | 103,698 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $58,535,377 | 118,325 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $73,708,432 | 140,005 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $67,997,080 | 134,864 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $61,821,839 | 128,624 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $57,784,524 | 122,272 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $65,538,200 | 123,615 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $61,046,710 | 120,875 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $60,161,481 | 117,130 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $57,854,566 | 113,447 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $56,929,118 | 113,373 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $40,772,156 | 104,346 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $38,652,871 | 96,526 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $37,678,412 | 101,267 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $32,664,088 | 93,145 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $27,750,024 | 89,008 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $23,499,256 | 79,672 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $19,918,978 | 79,874 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||