Position in UNH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,655,038
+$454,431 QoQ
Shares Held
3,982
-10.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#1,512
of 3,349 holders
Holding Since
Mar 2021
21 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, 2026MAGNOLIA CAPITAL ADVISORS LLC holds $1,939,525 across 2 Healthcare Plans names. UNH ranks #1 (85.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
3,982 | $1,655,038 | |
| 2 | CVS |
CVS HEALTH Corp
|
2,750 | $284,487 |
All Filings in UNH
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,655,038 | 3,982 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,200,607 | 4,437 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,118,645 | 6,418 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,035,198 | 5,894 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,676,526 | 5,374 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $2,521,332 | 4,814 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,258,664 | 4,465 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $1,058,855 | 1,811 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $857,084 | 1,683 | Shares | Sole | 2024-10-30 | |
| 2024-03-31 | $1,598,870 | 3,232 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,098,742 | 2,087 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $847,543 | 1,681 | Shares | Sole | 2023-11-03 | |
| 2023-03-31 | $758,506 | 1,605 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $770,351 | 1,453 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $728,267 | 1,442 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $683,641 | 1,331 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $881,228 | 1,728 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $863,178 | 1,719 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $603,302 | 1,544 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $564,620 | 1,410 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $504,898 | 1,357 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||