Strategic Investment Advisors / MI

Position in UNH — Unitedhealth Group Inc

CIK 1760540 FARMINGTON HILLS, MI

Position in UNH

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$442,230

+$161,358 QoQ

Shares Held

1,064

+2.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#2,404

of 3,349 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Strategic Investment Advisors / MI holds $1,954,598 across 3 Healthcare Plans names. UNH ranks #2 (22.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVS	CVS HEALTH Corp	11,640	$1,204,158
2	UNH	Unitedhealth Group Inc This page	1,064	$442,230
3	CI	Cigna Group	1,118	$308,210

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$442,230	1,064	+2.5%	Shares	Sole	2026-08-14
2026-03-31	$280,872	1,038	+70.4%	Shares	Sole	2026-05-18
2025-12-31	$201,036	609	-51.7%	Shares	Sole	2026-02-17
2025-06-30	$393,394	1,261	-56.2%	Shares	Sole	2025-08-15
2025-03-31	$1,507,352	2,878	+10.9%	Shares	Sole	2025-04-23
2024-12-31	$1,312,706	2,595	-17.4%	Shares	Sole	2025-01-22
2024-09-30	$1,835,895	3,140	-10.0%	Shares	Sole	2024-10-21
2024-06-30	$1,776,808	3,489	-3.6%	Shares	Sole	2024-07-23
2024-03-31	$1,790,814	3,620	-1.6%	Shares	Sole	2024-04-23
2023-12-31	$1,935,830	3,677	-5.6%	Shares	Sole	2024-01-10
2023-09-30	$1,964,828	3,897	+2.7%	Shares	Sole	2023-10-25
2023-06-30	$1,823,067	3,793	+1.3%	Shares	Sole	2023-08-14
2023-03-31	$1,768,904	3,743	+5.9%	Shares	Sole	2023-04-27
2022-12-31	$1,874,716	3,536	+5.2%	Shares	Sole	2023-01-20
2022-09-30	$1,697,439	3,361	+4.4%	Shares	Sole	2022-10-27
2022-06-30	$1,653,374	3,219	+21.8%	Shares	Sole	2022-08-15
2022-03-31	$1,347,850	2,643	-45.0%	Shares	Sole	2022-04-28
2021-09-30	$1,876,333	4,802	+9.7%	Shares	Sole	2021-10-19
2021-06-30	$1,752,325	4,376	+4.5%	Shares	Sole	2021-07-22
2021-03-31	$1,557,857	4,187	-7.6%	Shares	Sole	2021-04-14
2020-12-31	$1,588,931	4,531	+121.6%	Shares	Sole	2021-01-13
2020-09-30	$637,569	2,045	+29.8%	Shares	Sole	2020-10-14
2020-06-30	$464,841	1,576	+5.8%	Shares	Sole	2020-08-04
2020-03-31	$371,576	1,490	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.