Position in UNH
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,906,494
+$715,357 QoQ
Shares Held
4,587
+4.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,431
of 3,349 holders
Holding Since
Dec 2020
23 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, 2026Mayflower Financial Advisors, LLC holds $2,919,166 across 2 Healthcare Plans names. UNH ranks #1 (65.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
4,587 | $1,906,494 | |
| 2 | CVS |
CVS HEALTH Corp
|
9,789 | $1,012,672 |
All Filings in UNH
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,906,494 | 4,587 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,191,137 | 4,402 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,576,605 | 4,776 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $1,807,645 | 5,235 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,640,650 | 5,259 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,134,281 | 4,075 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,242,477 | 4,433 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $2,497,752 | 4,272 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $2,142,966 | 4,208 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $2,039,648 | 4,123 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $2,087,453 | 3,965 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $1,923,484 | 3,815 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $1,821,625 | 3,790 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $1,744,329 | 3,691 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $1,911,829 | 3,606 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $1,758,549 | 3,482 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $1,735,042 | 3,378 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,678,821 | 3,292 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $1,606,345 | 3,199 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,260,136 | 3,225 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $1,244,167 | 3,107 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,113,605 | 2,993 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $1,012,763 | 2,888 | Shares | Sole | 2021-04-12 | |
| No filing history on record for this holder in this stock. | ||||||