Position in UNH
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$662,514
-$49,137 QoQ
Shares Held
1,594
-39.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#2,119
of 3,349 holders
Holding Since
Sep 2024
8 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, 2026Elevated Capital Advisors, LLC holds $1,099,093 across 4 Healthcare Plans names. UNH ranks #1 (60.3% of the industry book) .
All Filings in UNH
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $662,514 | 1,594 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $711,651 | 2,630 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,269,603 | 3,846 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $916,771 | 2,655 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $369,996 | 1,186 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $621,167 | 1,186 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $582,244 | 1,151 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $468,328 | 801 | Shares | Sole | 2024-10-22 | |
| No filing history on record for this holder in this stock. | ||||||