Position in UNH
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$4,345,827
+$2,188,143 QoQ
Shares Held
10,456
+31.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#1,036
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, 2026Kovack Advisors, Inc. holds $8,209,646 across 7 Healthcare Plans names. UNH ranks #1 (52.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
10,456 | $4,345,827 | |
| 2 | MOH |
Molina Healthcare, Inc.
|
7,506 | $1,716,622 | |
| 3 | CVS |
CVS HEALTH Corp
|
11,010 | $1,138,984 | |
| 4 | HUM |
Humana Inc
|
935 | $371,400 | |
| 5 | ELV |
Elevance Health, Inc.
|
602 | $232,811 | |
| 6 | CI |
Cigna Group
|
807 | $222,473 | |
| 7 | OSCR |
Oscar Health, Inc.
|
6,365 | $181,529 |
All Filings in UNH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,345,827 | 10,456 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,157,684 | 7,974 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $8,850,909 | 26,812 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,124,229 | 20,632 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $7,212,434 | 23,119 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $5,665,927 | 10,818 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $5,198,217 | 10,276 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $3,914,432 | 6,695 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $3,448,708 | 6,772 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $3,207,140 | 6,483 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $2,516,526 | 4,780 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $2,496,244 | 4,951 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $2,465,683 | 5,130 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $2,419,660 | 5,120 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $3,208,649 | 6,052 | Shares | Sole | 2023-02-22 | |
| 2022-09-30 | $2,286,316 | 4,527 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,096,675 | 6,029 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $3,937,988 | 7,722 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,708,303 | 7,385 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $2,901,244 | 7,425 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $2,254,076 | 5,629 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $2,014,759 | 5,415 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,824,237 | 5,202 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $1,348,093 | 4,324 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $1,227,876 | 4,163 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $1,218,221 | 4,885 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||