Alliance Wealth Advisors, LLC /UT
Position in UNH — Unitedhealth Group Inc
CIK 1893261
Centerville, UT
Position in UNH
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$316,710
+$53,613 QoQ
Shares Held
762
-4.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#2,664
of 3,349 holders
Holding Since
Dec 2022
14 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, 2026Alliance Wealth Advisors, LLC /UT holds $634,301 across 2 Healthcare Plans names. UNH ranks #2 (49.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
|
3,070 | $317,591 | |
| 2 | UNH |
Unitedhealth Group Inc
This page
|
762 | $316,710 |
All Filings in UNH
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $316,710 | 762 | Shares | Other | 2026-07-23 | |
| 2025-12-31 | $263,097 | 797 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $242,745 | 703 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $221,186 | 709 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,874,501 | 3,579 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,982,971 | 3,920 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $3,496,386 | 5,980 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $3,000,050 | 5,891 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $2,811,380 | 5,683 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,892,952 | 5,495 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $2,735,734 | 5,426 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $2,526,724 | 5,257 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $2,411,626 | 5,103 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $2,601,593 | 4,907 | Shares | Sole | 2023-02-08 | |
| No filing history on record for this holder in this stock. | ||||||