Caerus Investment Advisors, LLC
Position in UNH — Unitedhealth Group Inc
CIK 1862682
WEST LAKE HILLS, TX
Position in UNH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$681,633
+$445,679 QoQ
Shares Held
1,640
+88.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#2,098
of 3,349 holders
Holding Since
Jun 2023
7 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, 2026Caerus Investment Advisors, LLC holds $2,712,419 across 4 Healthcare Plans names. UNH ranks #2 (25.1% of the industry book) .
All Filings in UNH
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $681,633 | 1,640 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $235,954 | 872 | Shares | Sole | 2026-06-01 | |
| 2025-12-31 | $391,840 | 1,187 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $576,305 | 1,669 | Shares | Sole | 2025-11-20 | |
| 2023-12-31 | $425,387 | 808 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $407,385 | 808 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $388,357 | 808 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||