Position in UNH
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$863,679
+$316,005 QoQ
Shares Held
2,078
+2.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#1,921
of 3,349 holders
Holding Since
Mar 2020
23 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, 2026Certified Advisory Corp holds $1,088,682 across 2 Healthcare Plans names. UNH ranks #1 (79.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
2,078 | $863,679 | |
| 2 | CVS |
CVS HEALTH Corp
|
2,175 | $225,003 |
All Filings in UNH
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $863,679 | 2,078 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $547,674 | 2,024 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $669,132 | 2,027 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $625,683 | 1,812 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $542,203 | 1,738 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,917,972 | 3,662 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,858,023 | 3,673 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,196,058 | 3,756 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,980,512 | 3,889 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,093,570 | 4,232 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,192,221 | 4,164 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,150,793 | 43,600 | Shares | Sole | 2023-11-13 | |
| 2023-03-31 | $2,156,900 | 4,564 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $2,486,014 | 4,689 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $2,325,204 | 4,604 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,281,030 | 4,441 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,293,335 | 4,497 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,282,226 | 4,545 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,774,741 | 4,542 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,761,535 | 4,399 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,675,059 | 4,502 | Shares | Sole | 2021-05-10 | |
| 2020-06-30 | $816,716 | 2,769 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $563,100 | 2,258 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||