Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
Position in UNH — Unitedhealth Group Inc
CIK 1748861
CONCORD, MA
Position in UNH
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$684,126
-$583,046 QoQ
Shares Held
1,646
-64.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#2,096
of 3,349 holders
Holding Since
Sep 2020
24 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, 2026Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors holds $1,148,202 across 2 Healthcare Plans names. UNH ranks #1 (59.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
1,646 | $684,126 | |
| 2 | CVS |
CVS HEALTH Corp
|
4,486 | $464,076 |
All Filings in UNH
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $684,126 | 1,646 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,267,172 | 4,683 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,740,009 | 5,271 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,811,443 | 5,246 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,590,423 | 5,098 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,881,833 | 3,593 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $2,626,425 | 5,192 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $3,199,368 | 5,472 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $2,662,920 | 5,229 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $2,533,853 | 5,122 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,652,355 | 5,038 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $2,394,902 | 4,750 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,789,422 | 3,723 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,603,025 | 3,392 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $1,861,461 | 3,511 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,720,671 | 3,407 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $1,756,100 | 3,419 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,664,032 | 3,263 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $3,263,407 | 6,499 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $2,512,067 | 6,429 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $2,884,369 | 7,203 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $2,608,210 | 7,010 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $470,612 | 1,342 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $571,162 | 1,832 | Shares | Sole | 2020-11-25 | |
| No filing history on record for this holder in this stock. | ||||||