Position in UNH
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$244,390
-$136,887 QoQ
Shares Held
588
-49.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,883
of 3,349 holders
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026First National Advisers, LLC holds $2,158,056 across 3 Healthcare Plans names. UNH ranks #3 (11.3% of the industry book) .
All Filings in UNH
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $244,390 | 588 | Shares | Sole | 2026-07-21 | |
| 2025-12-31 | $381,277 | 1,155 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $739,632 | 2,142 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,207,947 | 3,872 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,263,123 | 4,321 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,247,535 | 4,443 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,559,144 | 4,377 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $2,393,522 | 4,700 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,133,146 | 4,312 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,752,092 | 3,328 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,308,876 | 2,596 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $383,550 | 798 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $362,003 | 766 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $234,869 | 443 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $228,783 | 453 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $209,561 | 408 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||