Position in UNH
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$336,244
+$107,325 QoQ
Shares Held
809
-4.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#2,616
of 3,353 holders
Holding Since
Dec 2025
3 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, 2026CGN Advisors LLC holds $1,644,345 across 2 Healthcare Plans names. UNH ranks #2 (20.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CI |
Cigna Group
|
4,745 | $1,308,101 | |
| 2 | UNH |
Unitedhealth Group Inc
This page
|
809 | $336,244 |
All Filings in UNH
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $336,244 | 809 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $228,919 | 846 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $285,215 | 864 | Shares | Sole | 2026-01-05 | |
| No filing history on record for this holder in this stock. | ||||||