Position in UNH
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$4,156
-$931,537 QoQ
Shares Held
10
-99.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#3,314
of 3,340 holders
Holding Since
Dec 2020
19 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, 2026Ascentis Independent Advisors holds $18,390 across 3 Healthcare Plans names. UNH ranks #3 (22.6% of the industry book) .
All Filings in UNH
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,156 | 10 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $935,693 | 3,458 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $790,283 | 2,394 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $818,015 | 2,369 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $647,649 | 2,076 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $1,723,661 | 3,291 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,699,183 | 3,359 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,614,886 | 2,762 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,564,446 | 3,072 | Shares | Sole | 2024-07-29 | |
| 2023-12-31 | $1,582,568 | 3,006 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $1,628,533 | 3,230 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $1,566,886 | 3,260 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $835,539 | 1,768 | Shares | Sole | 2023-06-01 | |
| 2022-03-31 | $546,687 | 1,072 | Shares | Sole | 2022-05-18 | |
| 2021-12-31 | $553,860 | 1,103 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $445,443 | 1,140 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $473,320 | 1,182 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $386,952 | 1,040 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $348,225 | 993 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||