Cladis Investment Advisory, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1911520 BILLINGS, MT

Position in UNH

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,911,482

+$485,744 QoQ

Shares Held

4,599

-12.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.02%

of 13F equity value

Holder Rank

#1,427

of 3,349 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Cladis Investment Advisory, LLC holds $2,378,662 across 2 Healthcare Plans names. UNH ranks #1 (80.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	UNH	Unitedhealth Group Inc This page	4,599	$1,911,482
2	CVS	CVS HEALTH Corp	4,516	$467,180

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,911,482	4,599	-12.7%	Shares	Sole	2026-08-13
2026-03-31	$1,425,738	5,269	+33.1%	Shares	Sole	2026-05-15
2025-12-31	$1,306,575	3,958	-10.2%	Shares	Sole	2026-02-13
2025-09-30	$1,521,737	4,407	+84.7%	Shares	Sole	2025-11-13
2025-06-30	$744,360	2,386	+13.6%	Shares	Sole	2025-08-11
2025-03-31	$1,100,398	2,101	0.0%	Shares	Sole	2025-05-13
2024-12-31	$1,062,811	2,101	-4.5%	Shares	Sole	2025-02-14
2024-09-30	$1,286,880	2,201	-12.2%	Shares	Sole	2024-11-14
2024-06-30	$1,276,205	2,506	-0.3%	Shares	Sole	2024-10-09
2024-03-31	$1,243,675	2,514	-4.7%	Shares	Sole	2024-10-09
2023-12-31	$1,389,354	2,639	-0.6%	Shares	Sole	2024-10-09
2023-09-30	$1,338,120	2,654	+13.6%	Shares	Sole	2024-10-09
2023-06-30	$1,122,775	2,336	0.0%	Shares	Sole	2024-10-09
2023-03-31	$1,103,970	2,336	0.0%	Shares	Sole	2024-10-09
2022-12-31	$1,238,500	2,336	+6.9%	Shares	Sole	2024-10-09
2022-09-30	$1,104,017	2,186	+0.4%	Shares	Sole	2024-10-09
2022-06-30	$1,118,172	2,177	0.0%	Shares	Sole	2024-10-09
2022-03-31	$1,110,204	2,177	0.0%	Shares	Sole	2024-10-09
2021-12-31	$1,093,158	2,177	—	Shares	Sole	2024-10-01
No filing history on record for this holder in this stock.