Position in UNH
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$5,232,366
+$1,835,380 QoQ
Shares Held
12,589
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.26%
of 13F equity value
Holder Rank
#952
of 3,349 holders
Holding Since
Mar 2020
25 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, 2026LexAurum Advisors, LLC holds $5,668,407 across 2 Healthcare Plans names. UNH ranks #1 (92.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
12,589 | $5,232,366 | |
| 2 | CVS |
CVS HEALTH Corp
|
4,215 | $436,041 |
All Filings in UNH
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,232,366 | 12,589 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $3,396,986 | 12,554 | Shares | Sole | 2026-04-13 | |
| 2025-09-30 | $3,683,660 | 10,668 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,940,629 | 9,426 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $4,981,910 | 9,512 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $5,103,621 | 10,089 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $5,663,210 | 9,686 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $4,916,396 | 9,654 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $4,785,233 | 9,673 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $5,151,508 | 9,785 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $4,848,291 | 9,616 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $4,631,927 | 9,637 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $4,541,589 | 9,610 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $5,102,982 | 9,625 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $4,798,890 | 9,502 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $4,888,730 | 9,518 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $4,825,336 | 9,462 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $4,522,774 | 9,007 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $3,476,023 | 8,896 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $3,548,298 | 8,861 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $3,305,097 | 8,883 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $3,040,044 | 8,669 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $2,724,869 | 8,740 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $2,558,691 | 8,675 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $2,138,433 | 8,575 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||