Position in UNH
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$404,407
+$182,524 QoQ
Shares Held
973
+18.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#2,473
of 3,349 holders
Holding Since
Mar 2020
22 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, 2026Wealth Advisory Solutions, LLC holds $755,171 across 2 Healthcare Plans names. UNH ranks #1 (53.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
973 | $404,407 | |
| 2 | ELV |
Elevance Health, Inc.
|
907 | $350,764 |
All Filings in UNH
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $404,407 | 973 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $221,883 | 820 | Shares | Sole | 2026-04-22 | |
| 2025-03-31 | $278,635 | 532 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $9,028,083 | 17,847 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $10,453,493 | 17,879 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $11,045,340 | 21,689 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $9,610,536 | 19,427 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $9,605,445 | 18,245 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $17,731,353 | 35,168 | Shares | Sole | 2024-02-07 | |
| 2023-06-30 | $8,471,280 | 17,625 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $4,395,087 | 9,300 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,337,322 | 10,067 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $5,210,497 | 10,317 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $5,315,043 | 10,348 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $6,013,056 | 11,791 | Shares | Sole | 2022-05-16 | |
| 2021-09-30 | $4,889,329 | 12,513 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $5,291,013 | 13,213 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $4,940,345 | 13,278 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $6,002,940 | 17,118 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $5,287,307 | 16,959 | Shares | Sole | 2020-12-29 | |
| 2020-06-30 | $5,112,958 | 17,335 | Shares | Sole | 2020-12-23 | |
| 2020-03-31 | $4,359,162 | 17,480 | Shares | Sole | 2020-12-18 | |
| No filing history on record for this holder in this stock. | ||||||