Fermata Advisors, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1859259 SONOMA, CA

Position in UNH

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$288,031

-$488,690 QoQ

Shares Held

693

-53.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#2,744

of 3,349 holders

Holding Since

Jun 2021

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Fermata Advisors, LLC holds $722,660 across 3 Healthcare Plans names. UNH ranks #1 (39.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	693	$288,031
2	CNC	Centene Corp	3,584	$230,056
3	OSCR	Oscar Health, Inc.	7,173	$204,573

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$288,031	693	-53.3%	Shares	Sole	2026-07-07
2025-03-31	$776,721	1,483	+9.0%	Shares	Sole	2025-04-10
2024-12-31	$687,969	1,360	+124.8%	Shares	Sole	2025-01-15
2024-09-30	$353,731	605	+13.9%	Shares	Sole	2024-10-09
2024-06-30	$270,417	531	-24.0%	Shares	Sole	2024-07-12
2024-03-31	$345,795	699	+50.6%	Shares	Sole	2024-04-12
2023-12-31	$244,282	464	-11.5%	Shares	Sole	2024-01-19
2023-09-30	$264,195	524	+5.4%	Shares	Sole	2023-11-07
2022-06-30	$255,274	497	-10.3%	Shares	Sole	2022-08-09
2022-03-31	$282,523	554	-11.2%	Shares	Sole	2022-04-22
2021-12-31	$313,335	624	+5.8%	Shares	Sole	2022-02-02
2021-09-30	$230,536	590	-0.5%	Shares	Sole	2021-10-29
2021-06-30	$237,460	593	—	Shares	Sole	2021-08-10
No filing history on record for this holder in this stock.