Procyon Advisors, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1804329 SHELTON, CT

Position in UNH

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$3,640,918

+$674,711 QoQ

Shares Held

8,760

-20.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,116

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Procyon Advisors, LLC holds $5,338,444 across 4 Healthcare Plans names. UNH ranks #1 (68.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	8,760	$3,640,918
2	CVS	CVS HEALTH Corp	9,011	$932,187
3	CNC	Centene Corp	6,881	$441,691
4	CI	Cigna Group	1,174	$323,648

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,640,918	8,760	-20.1%	Shares	Sole	2026-07-09
2026-03-31	$2,966,207	10,962	-4.7%	Shares	Sole	2026-05-04
2025-12-31	$3,798,245	11,506	-1.3%	Shares	Sole	2026-01-07
2025-09-30	$4,026,888	11,662	+3.2%	Shares	Sole	2025-10-28
2025-06-30	$3,524,949	11,299	-46.0%	Shares	Sole	2025-07-09
2025-03-31	$10,959,992	20,926	-11.7%	Shares	Sole	2025-04-11
2024-12-31	$11,989,387	23,701	+13.3%	Shares	Sole	2025-01-15
2024-09-30	$12,232,090	20,921	-6.1%	Shares	Sole	2024-10-11
2024-06-30	$11,351,405	22,290	+1.2%	Shares	Sole	2024-08-02
2024-03-31	$10,899,725	22,033	+2.2%	Shares	Sole	2024-04-15
2023-12-31	$11,345,428	21,550	+3.6%	Shares	Sole	2024-01-18
2023-09-30	$10,487,656	20,801	+42.6%	Shares	Sole	2023-10-10
2023-06-30	$7,012,537	14,590	+36.1%	Shares	Sole	2023-07-17
2023-03-31	$5,067,109	10,722	+5.4%	Shares	Sole	2023-04-10
2022-12-31	$5,395,641	10,177	+33.7%	Shares	Sole	2023-01-19
2022-09-30	$3,844,869	7,613	+4.2%	Shares	Sole	2022-10-17
2022-06-30	$3,751,039	7,303	+17.6%	Shares	Sole	2022-07-11
2022-03-31	$3,167,933	6,212	+11.5%	Shares	Sole	2022-04-18
2021-12-31	$2,798,426	5,573	-0.7%	Shares	Sole	2022-01-18
2021-09-30	$2,193,223	5,613	+2.4%	Shares	Sole	2021-10-14
2021-06-30	$2,196,012	5,484	+12.8%	Shares	Sole	2021-07-22
2021-03-31	$1,808,260	4,860	+4.3%	Shares	Sole	2021-04-29
2020-12-31	$1,633,467	4,658	+3.4%	Shares	Sole	2021-01-19
2020-09-30	$1,404,835	4,506	+14.5%	Shares	Sole	2020-10-22
2020-06-30	$1,160,923	3,936	-16.1%	Shares	Sole	2020-08-14
2020-03-31	$1,170,090	4,692	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.