Position in UNH
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$206,983
-$72,175 QoQ
Shares Held
498
-6.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#3,030
of 3,349 holders
Holding Since
Mar 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, 2026Investment Advisory Group, LLC holds $417,400 across 2 Healthcare Plans names. UNH ranks #2 (49.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
|
2,034 | $210,417 | |
| 2 | UNH |
Unitedhealth Group Inc
This page
|
498 | $206,983 |
All Filings in UNH
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $206,983 | 498 | Shares | Sole | 2026-08-06 | |
| 2025-03-31 | $279,158 | 533 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $267,599 | 529 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $299,356 | 512 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $245,972 | 483 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $258,233 | 522 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $239,543 | 455 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $248,061 | 492 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $223,497 | 465 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $219,754 | 465 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $246,533 | 465 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $234,843 | 465 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $217,779 | 424 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $208,067 | 408 | Shares | Sole | 2022-04-29 | |
| No filing history on record for this holder in this stock. | ||||||