Position in UNH
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$209,477
-$4,944,223 QoQ
Shares Held
504
-94.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#3,017
of 3,349 holders
Holding Since
Mar 2024
6 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, 2026Advisory Resource Group holds $209,477 across 1 Healthcare Plans name. UNH ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
504 | $209,477 |
All Filings in UNH
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $209,477 | 504 | Shares | Sole | 2026-07-14 | |
| 2025-03-31 | $5,153,700 | 9,840 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $222,578 | 440 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $247,319 | 423 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $215,416 | 423 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $209,258 | 423 | Shares | Sole | 2024-05-17 | |
| No filing history on record for this holder in this stock. | ||||||