Position in UNH
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$246,468
+$90,067 QoQ
Shares Held
593
+2.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#2,874
of 3,349 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 20261620 INVESTMENT ADVISORS, INC. holds $584,937 across 4 Healthcare Plans names. UNH ranks #2 (42.1% of the industry book) .
All Filings in UNH
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $246,468 | 593 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $156,401 | 578 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $190,803 | 578 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $199,583 | 578 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $74,872 | 240 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $125,700 | 240 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $123,935 | 245 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||