Position in UNH
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$266,418
+$51,642 QoQ
Shares Held
641
+3.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#2,815
of 3,353 holders
Holding Since
Dec 2021
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Rise Advisors, LLC holds $485,307 across 2 Healthcare Plans names. UNH ranks #1 (54.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
641 | $266,418 | |
| 2 | ELV |
Elevance Health, Inc.
|
566 | $218,889 |
All Filings in UNH
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $266,418 | 641 | Shares | Sole | 2026-07-10 | |
| 2025-09-30 | $214,776 | 622 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $202,780 | 650 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $381,290 | 728 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $322,738 | 638 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $373,610 | 639 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $354,954 | 697 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $343,321 | 694 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $112,138 | 213 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $25,209 | 50 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $26,915 | 56 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $35,916 | 76 | Shares | Sole | 2023-04-05 | |
| 2022-12-31 | $38,172 | 72 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $36,362 | 72 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $36,981 | 72 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $38,757 | 76 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $38,162 | 76 | Shares | Sole | 2022-02-24 | |
| No filing history on record for this holder in this stock. | ||||||