Gladstone Institutional Advisory LLC

Position in UNH — Unitedhealth Group Inc

CIK 1766530 Bedminster, NJ

Position in UNH

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$3,694,119

+$1,130,550 QoQ

Shares Held

8,888

-6.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#1,108

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Gladstone Institutional Advisory LLC holds $5,911,081 across 4 Healthcare Plans names. UNH ranks #1 (62.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	8,888	$3,694,119
2	CNC	Centene Corp	15,657	$1,005,022
3	CVS	CVS HEALTH Corp	8,347	$863,497
4	ELV	Elevance Health, Inc.	901	$348,443

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,694,119	8,888	-6.2%	Shares	Sole	2026-07-27
2026-03-31	$2,563,569	9,474	-2.0%	Shares	Sole	2026-05-14
2025-12-31	$3,191,173	9,667	-35.6%	Shares	Sole	2026-02-17
2025-09-30	$5,179,500	15,000	-3.4%	Shares	Sole	2025-10-22
2025-06-30	$4,844,582	15,529	+5.9%	Shares	Sole	2025-08-12
2025-03-31	$7,679,746	14,663	+5.8%	Shares	Sole	2025-05-15
2024-12-31	$7,012,737	13,863	+1.3%	Shares	Sole	2025-01-29
2024-09-30	$8,003,099	13,688	-5.7%	Shares	Sole	2024-10-28
2024-06-30	$7,388,344	14,508	-0.8%	Shares	Sole	2024-08-02
2024-03-31	$7,236,471	14,628	+14.3%	Shares	Sole	2024-05-14
2023-12-31	$6,735,657	12,794	+10.9%	Shares	Sole	2024-02-09
2023-09-30	$5,815,831	11,535	+0.1%	Shares	Sole	2023-11-13
2023-06-30	$5,536,972	11,520	-12.9%	Shares	Sole	2023-08-10
2023-03-31	$6,252,838	13,231	-17.0%	Shares	Sole	2023-05-12
2022-12-31	$8,452,659	15,943	-6.0%	Shares	Sole	2023-02-01
2022-09-30	$8,568,508	16,966	-6.0%	Shares	Sole	2023-01-30
2022-06-30	$9,267,426	18,043	-13.2%	Shares	Sole	2023-01-30
2022-03-31	$10,599,726	20,785	+24.1%	Shares	Sole	2023-01-30
2021-12-31	$8,411,849	16,752	+65.7%	Shares	Sole	2023-01-30
2021-09-30	$3,950,772	10,111	+53.1%	Shares	Sole	2023-01-30
2021-06-30	$2,645,306	6,606	+118.8%	Shares	Sole	2023-01-30
2021-03-31	$1,123,279	3,019	+123.5%	Shares	Sole	2023-01-30
2020-12-31	$473,768	1,351	-32.9%	Shares	Sole	2023-01-30
2020-09-30	$627,281	2,012	+1.9%	Shares	Sole	2023-01-30
2020-06-30	$582,526	1,975	-2.3%	Shares	Sole	2020-08-17
2020-03-31	$504,246	2,022	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.