Addison Advisors LLC

Position in UNH — Unitedhealth Group Inc

CIK 1843745 MIDDLEBURY, VT

Position in UNH

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$110,973

-$97,380 QoQ

Shares Held

267

-65.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#3,129

of 3,349 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Addison Advisors LLC holds $302,304 across 6 Healthcare Plans names. UNH ranks #2 (36.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CI	Cigna Group	466	$128,466
2	UNH	Unitedhealth Group Inc This page	267	$110,973
3	CVS	CVS HEALTH Corp	397	$41,069
4	ELV	Elevance Health, Inc.	41	$15,855
5	CNC	Centene Corp	74	$4,750
6	HUM	Humana Inc	3	$1,191

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$110,973	267	-65.3%	Shares	Other	2026-08-10
2026-03-31	$208,353	770	-3.3%	Shares	Other	2026-05-08
2025-12-31	$262,766	796	+0.8%	Shares	Other	2026-02-06
2025-09-30	$272,786	790	+69.2%	Shares	Other	2025-11-07
2025-06-30	$145,689	467	+2.6%	Shares	Other	2025-08-07
2025-03-31	$238,306	455	0.0%	Shares	Other	2025-05-12
2024-12-31	$230,165	455	-5.2%	Shares	Other	2025-02-04
2024-09-30	$280,646	480	+12.9%	Shares	Other	2024-11-04
2024-06-30	$216,435	425	+17.1%	Shares	Other	2024-08-05
2024-03-31	$179,576	363	-2.9%	Shares	Other	2024-05-06
2023-12-31	$196,899	374	+23.0%	Shares	Other	2024-02-02
2023-09-30	$153,273	304	+26.1%	Shares	Other	2023-11-07
2023-06-30	$115,833	241	+9.0%	Shares	Other	2023-08-03
2023-03-31	$104,442	221	-2.2%	Shares	Other	2023-05-09
2022-12-31	$119,820	226	-10.7%	Shares	Other	2023-02-07
2022-09-30	$127,775	253	+19.3%	Shares	Sole	2022-10-31
2022-06-30	$108,889	212	-24.0%	Shares	Sole	2022-08-04
2022-03-31	$142,281	279	+564.3%	Shares	Sole	2022-04-29
2021-12-31	$21,089	42	+600.0%	Shares	Sole	2022-01-31
2021-09-30	$2,344	6	—	Shares	Sole	2021-11-08
No filing history on record for this holder in this stock.