GARRISON POINT ADVISORS, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1767107 Walnut Creek, CA

Position in UNH

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$908,982

+$243,061 QoQ

Shares Held

2,187

-11.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.56%

of 13F equity value

Holder Rank

#1,890

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

GARRISON POINT ADVISORS, LLC holds $2,634,182 across 3 Healthcare Plans names. UNH ranks #2 (34.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVS	CVS HEALTH Corp	9,200	$951,740
2	UNH	Unitedhealth Group Inc This page	2,187	$908,982
3	ELV	Elevance Health, Inc.	2,000	$773,460

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$908,982	2,187	-11.1%	Shares	Sole	2026-07-31
2026-03-31	$665,921	2,461	0.0%	Shares	Sole	2026-05-13
2025-12-31	$812,400	2,461	-7.2%	Shares	Sole	2026-02-13
2025-09-30	$915,390	2,651	-2.9%	Shares	Sole	2025-10-22
2025-06-30	$851,990	2,731	+4.2%	Shares	Sole	2025-08-06
2025-03-31	$1,372,748	2,621	-0.6%	Shares	Sole	2025-05-13
2024-12-31	$1,333,446	2,636	-0.2%	Shares	Sole	2025-02-13
2024-09-30	$1,544,139	2,641	-0.2%	Shares	Sole	2024-10-23
2024-06-30	$1,347,501	2,646	-1.7%	Shares	Sole	2024-08-07
2024-03-31	$1,332,227	2,693	0.0%	Shares	Sole	2024-05-09
2023-12-31	$1,417,783	2,693	0.0%	Shares	Sole	2024-02-08
2023-09-30	$1,357,783	2,693	0.0%	Shares	Sole	2023-10-18
2023-06-30	$1,294,363	2,693	-2.7%	Shares	Sole	2023-07-25
2023-03-31	$1,308,129	2,768	-1.6%	Shares	Sole	2023-05-05
2022-12-31	$1,490,866	2,812	-3.2%	Shares	Sole	2023-02-01
2022-09-30	$1,467,646	2,906	-4.9%	Shares	Sole	2022-10-20
2022-06-30	$1,569,653	3,056	-0.7%	Shares	Sole	2022-08-10
2022-03-31	$1,568,667	3,076	-1.4%	Shares	Sole	2022-05-06
2021-12-31	$1,567,178	3,121	+0.2%	Shares	Sole	2022-02-14
2021-09-30	$1,217,545	3,116	-0.3%	Shares	Sole	2021-11-04
2021-06-30	$1,251,775	3,126	-0.3%	Shares	Sole	2021-08-02
2021-03-31	$1,166,811	3,136	0.0%	Shares	Sole	2021-05-04
2020-12-31	$1,099,732	3,136	+2.0%	Shares	Sole	2021-01-28
2020-09-30	$959,004	3,076	-3.9%	Shares	Sole	2020-10-27
2020-06-30	$944,134	3,201	0.0%	Shares	Sole	2020-08-03
2020-03-31	$798,265	3,201	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.