Position in UNH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$968,202
+$300,390 QoQ
Shares Held
2,905
+43.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#1,843
of 3,349 holders
Holding Since
Dec 2020
14 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, 2026Coppell Advisory Solutions LLC holds $990,632 across 2 Healthcare Plans names. UNH ranks #1 (97.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
2,905 | $968,202 | |
| 2 | ELV |
Elevance Health, Inc.
|
58 | $22,430 |
All Filings in UNH
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $968,202 | 2,905 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $667,812 | 2,023 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $591,844 | 1,714 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $525,981 | 1,686 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,583,658 | 4,933 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $936,852 | 1,852 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $20,538,054 | 35,127 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $706,852 | 1,388 | Shares | Sole | 2024-08-15 | |
| 2023-12-31 | $858,146 | 1,630 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $371,588 | 737 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $342,696 | 713 | Shares | Sole | 2023-08-17 | |
| 2023-03-31 | $372,400 | 788 | Shares | Sole | 2023-05-19 | |
| 2022-12-31 | $390,742 | 737 | Shares | Sole | 2023-05-19 | |
| 2020-12-31 | $200,238 | 571 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||