Position in UNH
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$243,143
-$42,072 QoQ
Shares Held
585
-32.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#2,886
of 3,349 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Latitude Advisors, LLC holds $538,991 across 2 Healthcare Plans names. UNH ranks #2 (45.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ELV |
Elevance Health, Inc.
|
765 | $295,848 | |
| 2 | UNH |
Unitedhealth Group Inc
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|
585 | $243,143 |
All Filings in UNH
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $243,143 | 585 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $285,215 | 864 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $308,698 | 894 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $399,633 | 1,281 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $655,211 | 1,251 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $777,000 | 1,536 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $981,093 | 1,678 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $784,769 | 1,541 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $731,166 | 1,478 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $629,131 | 1,195 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $601,498 | 1,193 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $521,013 | 1,084 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $506,143 | 1,071 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $501,550 | 946 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $538,372 | 1,066 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $637,414 | 1,241 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $1,900,658 | 3,727 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,319,121 | 2,627 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $1,037,023 | 2,654 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $556,611 | 1,390 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $539,501 | 1,450 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $580,024 | 1,654 | Shares | Sole | 2021-02-04 | |
| No filing history on record for this holder in this stock. | ||||||