Position in UNH
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$3,398,187
+$1,143,905 QoQ
Shares Held
8,176
-1.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#1,147
of 3,349 holders
Holding Since
Jun 2020
25 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, 2026Advisor OS, LLC holds $4,229,117 across 4 Healthcare Plans names. UNH ranks #1 (80.4% of the industry book) .
All Filings in UNH
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,398,187 | 8,176 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,254,282 | 8,331 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,361,935 | 7,155 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,134,642 | 6,182 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,792,889 | 5,747 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,280,405 | 4,354 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,643,535 | 3,249 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $2,060,409 | 3,524 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,653,055 | 3,246 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,679,503 | 3,395 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,848,725 | 5,411 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,798,251 | 5,550 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $2,427,228 | 5,050 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,912,096 | 4,046 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $2,128,138 | 4,014 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,976,218 | 3,913 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $2,011,885 | 3,917 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $2,136,262 | 4,189 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $3,144,398 | 6,262 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $2,252,613 | 5,765 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,412,247 | 6,024 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,935,877 | 5,203 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $1,771,635 | 5,052 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,016,370 | 3,260 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,096,919 | 3,719 | Shares | Sole | 2020-08-28 | |
| No filing history on record for this holder in this stock. | ||||||