Position in UNH
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$206,568
-$11,661 QoQ
Shares Held
497
-21.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#3,033
of 3,349 holders
Holding Since
Mar 2020
23 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, 2026Old Port Advisors holds $411,709 across 2 Healthcare Plans names. UNH ranks #1 (50.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
497 | $206,568 | |
| 2 | CVS |
CVS HEALTH Corp
|
1,983 | $205,141 |
All Filings in UNH
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $206,568 | 497 | Shares | Sole | 2026-07-21 | |
| 2025-09-30 | $218,229 | 632 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $204,652 | 656 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $376,052 | 718 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $496,754 | 982 | Shares | Sole | 2025-01-02 | |
| 2024-09-30 | $570,647 | 976 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $480,232 | 943 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $446,219 | 902 | Shares | Sole | 2024-06-26 | |
| 2023-12-31 | $484,878 | 921 | Shares | Sole | 2024-06-26 | |
| 2023-09-30 | $447,720 | 888 | Shares | Sole | 2023-11-14 | |
| 2023-03-31 | $423,913 | 897 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $490,946 | 926 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $479,788 | 950 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $505,411 | 984 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $540,568 | 1,060 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $553,860 | 1,103 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $440,754 | 1,128 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $454,899 | 1,136 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $426,392 | 1,146 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $413,101 | 1,178 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $374,124 | 1,200 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $320,905 | 1,088 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $281,300 | 1,128 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||