Position in UNH
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$44,056
+$16,456 QoQ
Shares Held
106
+3.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#3,214
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, 2026Cedar Mountain Advisors, LLC holds $142,347 across 8 Healthcare Plans names. UNH ranks #2 (30.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
|
436 | $45,104 | |
| 2 | UNH |
Unitedhealth Group Inc
This page
|
106 | $44,056 | |
| 3 | CI |
Cigna Group
|
110 | $30,324 | |
| 4 | CLOV |
Clover Health Investments, Corp. /De
|
2,000 | $10,480 | |
| 5 | ELV |
Elevance Health, Inc.
|
14 | $5,414 | |
| 6 | HUM |
Humana Inc
|
12 | $4,766 | |
| 7 | MOH |
Molina Healthcare, Inc.
|
8 | $1,829 | |
| 8 | PGNY |
Progyny, Inc.
|
13 | $374 |
All Filings in UNH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,056 | 106 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $27,600 | 102 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $26,078 | 79 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $26,933 | 78 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $16,846 | 54 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $34,043 | 65 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $34,398 | 68 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $45,020 | 77 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $42,268 | 83 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $41,060 | 83 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $43,697 | 83 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $41,847 | 83 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $39,893 | 83 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $38,279 | 81 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $42,944 | 81 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $40,908 | 81 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $41,604 | 81 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $41,307 | 81 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $40,673 | 81 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $31,649 | 81 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $24,426 | 61 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $22,696 | 61 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $21,391 | 61 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $19,017 | 61 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $17,991 | 61 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $7,481 | 30 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||