Position in UNH
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$350,376
+$146,352 QoQ
Shares Held
843
+11.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#2,588
of 3,353 holders
Holding Since
Mar 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Beacon Financial Advisory LLC holds $590,483 across 2 Healthcare Plans names. UNH ranks #1 (59.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
843 | $350,376 | |
| 2 | CVS |
CVS HEALTH Corp
|
2,321 | $240,107 |
All Filings in UNH
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $350,376 | 843 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $204,024 | 754 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $249,893 | 757 | Shares | Sole | 2026-02-17 | |
| 2025-03-31 | $204,262 | 390 | Shares | Sole | 2025-04-24 | |
| No filing history on record for this holder in this stock. | ||||||