Position in UNH
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$264,756
+$47,214 QoQ
Shares Held
637
-3.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#2,817
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, 2026Intelligence Driven Advisers, LLC holds $503,755 across 2 Healthcare Plans names. UNH ranks #1 (52.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
637 | $264,756 | |
| 2 | ELV |
Elevance Health, Inc.
|
618 | $238,999 |
All Filings in UNH
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $264,756 | 637 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $217,542 | 659 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $243,781 | 706 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $203,092 | 651 | Shares | Sole | 2025-07-09 | |
| 2024-12-31 | $250,906 | 496 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $264,275 | 452 | Shares | Sole | 2024-11-06 | |
| 2024-03-31 | $326,007 | 659 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $548,581 | 1,042 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $386,209 | 766 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $310,493 | 646 | Shares | Sole | 2023-07-18 | |
| No filing history on record for this holder in this stock. | ||||||