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HBW ADVISORY SERVICES LLC

Position in UNH — Unitedhealth Group Inc

CIK 1790525 SIMI VALLEY, CA

Position in UNH

as of Jun 30, 2026 · filed Jul 16, 2026
Position Value
$4,787,641
+$1,649,880 QoQ
Shares Held
11,519
-0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.47%
of 13F equity value
Holder Rank
#997
of 3,349 holders
Holding Since
Mar 2020
26 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, 2026

HBW ADVISORY SERVICES LLC holds $5,882,837 across 3 Healthcare Plans names. UNH ranks #1 (81.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 UNH
Unitedhealth Group Inc
This page
11,519 $4,787,641

All Filings in UNH

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $4,787,641 11,519
2026-03-31 $3,137,761 11,596
2025-12-31 $3,840,169 11,633
2025-09-30 $4,505,819 13,049
2025-06-30 $3,779,516 12,115
2025-03-31 $4,556,625 8,700
2024-12-31 $4,325,608 8,551
2024-09-30 $5,229,962 8,945
2024-06-30 $4,802,831 9,431
2024-03-31 $4,410,250 8,915
2023-12-31 $4,693,480 8,915
2023-09-30 $4,591,658 9,107
2023-06-30 $3,056 9,847
2023-03-31 $4,537,336 9,601
2022-12-31 $5,165,543 9,743
2022-09-30 $5,220,598 10,337
2022-06-30 $5,331,479 10,380
2022-03-31 $2,613,086 5,124
2021-12-31 $5,812,772 11,576
2021-09-30 $4,416,143 11,302
2021-06-30 $4,824,901 12,049
2021-03-31 $4,305,221 11,571
2020-12-31 $3,763,497 10,732
2020-09-30 $3,190,654 10,234
2020-06-30 $2,467,846 8,367
2020-03-31 $2,075,589 8,323