Position in UNH
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$145,886
+$79,321 QoQ
Shares Held
351
+42.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#3,093
of 3,349 holders
Holding Since
Sep 2021
19 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, 2026Bell Investment Advisors, Inc holds $633,573 across 8 Healthcare Plans names. UNH ranks #2 (23.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ELV |
Elevance Health, Inc.
|
962 | $372,034 | |
| 2 | UNH |
Unitedhealth Group Inc
This page
|
351 | $145,886 | |
| 3 | CVS |
CVS HEALTH Corp
|
426 | $44,069 | |
| 4 | CI |
Cigna Group
|
148 | $40,800 | |
| 5 | HUM |
Humana Inc
|
56 | $22,244 | |
| 6 | CNC |
Centene Corp
|
77 | $4,942 | |
| 7 | MOH |
Molina Healthcare, Inc.
|
11 | $2,515 | |
| 8 | OSCR |
Oscar Health, Inc.
|
38 | $1,083 |
All Filings in UNH
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $145,886 | 351 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $66,565 | 246 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $70,973 | 215 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $120,164 | 348 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $136,642 | 438 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $247,210 | 472 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $251,918 | 498 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $283,569 | 485 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $232,731 | 457 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $249,328 | 504 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $276,396 | 525 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $252,599 | 501 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $238,878 | 497 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $250,472 | 530 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $314,926 | 594 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $242,924 | 481 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $212,129 | 413 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $217,928 | 434 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $157,468 | 403 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||