Fortis Group Advisors, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1815183 WESTWOOD, NJ

Position in UNH

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$3,123,459

+$986,610 QoQ

Shares Held

7,515

-4.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.37%

of 13F equity value

Holder Rank

#1,193

of 3,349 holders

Holding Since

Sep 2020

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Fortis Group Advisors, LLC holds $3,154,348 across 3 Healthcare Plans names. UNH ranks #1 (99.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	7,515	$3,123,459
2	CVS	CVS HEALTH Corp	250	$25,862
3	ELV	Elevance Health, Inc.	13	$5,027

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,123,459	7,515	-4.8%	Shares	Sole	2026-07-24
2026-03-31	$2,136,849	7,897	-24.6%	Shares	Sole	2026-05-08
2025-12-31	$3,456,911	10,472	+20.1%	Shares	Sole	2026-02-06
2025-09-30	$3,010,670	8,719	+1.8%	Shares	Sole	2025-11-07
2025-06-30	$2,671,087	8,562	+202.2%	Shares	Sole	2025-08-08
2025-03-31	$1,483,783	2,833	-53.1%	Shares	Sole	2025-05-02
2024-12-31	$3,056,406	6,042	+1.0%	Shares	Sole	2025-01-31
2024-09-30	$3,499,309	5,985	-1.4%	Shares	Sole	2024-10-21
2024-06-30	$3,092,735	6,073	-38.7%	Shares	Sole	2024-07-30
2024-03-31	$4,901,487	9,908	+4.5%	Shares	Sole	2024-04-30
2023-12-31	$4,990,935	9,480	0.0%	Shares	Sole	2024-03-04
2023-09-30	$4,779,721	9,480	-0.2%	Shares	Sole	2023-12-01
2023-06-30	$4,565,118	9,498	+0.1%	Shares	Sole	2023-07-18
2023-03-31	$4,485,351	9,491	-65.2%	Shares	Sole	2023-05-26
2020-09-30	$8,502,279	27,271	—	Shares	Sole	2020-11-17
No filing history on record for this holder in this stock.