Position in UNH
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$320,035
+$91,929 QoQ
Shares Held
770
+11.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#2,656
of 3,349 holders
Holding Since
Jun 2023
10 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, 2026Affinity Capital Advisors, LLC holds $691,651 across 2 Healthcare Plans names. UNH ranks #2 (46.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CI |
Cigna Group
|
1,348 | $371,616 | |
| 2 | UNH |
Unitedhealth Group Inc
This page
|
770 | $320,035 |
All Filings in UNH
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $320,035 | 770 | Shares | Sole | 2026-07-08 | |
| 2025-12-31 | $228,106 | 691 | Shares | Sole | 2026-01-09 | |
| 2025-03-31 | $301,156 | 575 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $247,871 | 490 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $276,553 | 473 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $240,879 | 473 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $238,445 | 482 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $274,290 | 521 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $262,682 | 521 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $231,187 | 481 | Shares | Sole | 2023-07-14 | |
| No filing history on record for this holder in this stock. | ||||||