Herold Advisors, Inc.

Position in UNH — Unitedhealth Group Inc

CIK 1891713 New York, NY

Position in UNH

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$911,476

+$281,272 QoQ

Shares Held

2,193

-5.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#1,887

of 3,349 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Herold Advisors, Inc. holds $1,772,386 across 2 Healthcare Plans names. UNH ranks #1 (51.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	UNH	Unitedhealth Group Inc This page	2,193	$911,476
2	CVS	CVS HEALTH Corp	8,322	$860,910

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$911,476	2,193	-5.8%	Shares	Sole	2026-07-22
2026-03-31	$630,204	2,329	-32.5%	Shares	Sole	2026-05-15
2025-12-31	$1,139,539	3,452	-1.4%	Shares	Sole	2026-02-17
2025-09-30	$1,208,895	3,501	+14.6%	Shares	Sole	2025-11-13
2025-06-30	$953,068	3,055	-10.5%	Shares	Sole	2025-08-14
2025-03-31	$1,788,082	3,414	+2.4%	Shares	Sole	2025-05-13
2024-12-31	$1,687,043	3,335	-17.7%	Shares	Sole	2025-02-14
2024-09-30	$2,369,708	4,053	-2.7%	Shares	Sole	2024-11-14
2024-06-30	$2,120,558	4,164	+6.8%	Shares	Sole	2024-07-24
2024-03-31	$1,929,330	3,900	-1.7%	Shares	Sole	2024-05-10
2023-12-31	$2,087,980	3,966	0.0%	Shares	Sole	2024-02-02
2023-09-30	$1,999,617	3,966	+8.0%	Shares	Sole	2023-11-08
2023-06-30	$1,765,390	3,673	+8.1%	Shares	Sole	2023-07-17
2023-03-31	$1,605,860	3,398	+3.9%	Shares	Sole	2023-04-19
2022-12-31	$1,734,218	3,271	+0.0%	Shares	Sole	2023-02-14
2022-09-30	$1,651,480	3,270	0.0%	Shares	Sole	2022-11-08
2022-06-30	$1,679,570	3,270	+3.0%	Shares	Sole	2022-07-15
2022-03-31	$1,619,154	3,175	+13.2%	Shares	Sole	2022-05-09
2021-12-31	$1,408,502	2,805	0.0%	Shares	Sole	2022-01-20
2021-09-30	$1,096,025	2,805	—	Shares	Sole	2021-11-03
No filing history on record for this holder in this stock.