Global Assets Advisory, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1942932 ORLANDO, FL

Position in UNH

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$3,184,557

+$877,237 QoQ

Shares Held

7,662

-10.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.35%

of 13F equity value

Holder Rank

#1,181

of 3,349 holders

Holding Since

Jun 2022

15 quarters on record

Healthcare · as of Jun 30, 2026

Global Assets Advisory, LLC holds $3,947,070 across 3 Healthcare Plans names. UNH ranks #1 (80.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	7,662	$3,184,557
2	HUM	Humana Inc	1,286	$510,824
3	OSCR	Oscar Health, Inc.	8,825	$251,689

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,184,557	7,662	-10.1%	Shares	Sole	2026-07-27
2026-03-31	$2,307,320	8,527	+2.4%	Shares	Sole	2026-05-01
2025-12-31	$2,748,825	8,327	+0.1%	Shares	Sole	2026-02-09
2025-09-30	$2,873,586	8,322	+56.3%	Shares	Sole	2025-10-31
2025-06-30	$1,661,240	5,325	+66.5%	Shares	Sole	2025-07-22
2025-03-31	$1,675,476	3,199	+180.6%	Shares	Sole	2025-04-23
2024-12-31	$576,680	1,140	-59.7%	Shares	Sole	2025-02-14
2024-09-30	$1,654,059	2,829	-99.5%	Shares	Sole	2024-10-22
2024-03-31	$1,166	570,990	+30320.4%	Shares	Sole	2024-04-12
2023-09-30	$946,364	1,877	+12.7%	Shares	Sole	2023-10-04
2023-06-30	$800,746	1,666	-0.3%	Shares	Sole	2023-07-21
2023-03-31	$789,697	1,671	-3.0%	Shares	Sole	2023-04-21
2022-12-31	$912,969	1,722	-21.3%	Shares	Sole	2023-01-31
2022-09-30	$1,105,532	2,189	+5.2%	Shares	Sole	2022-11-10
2022-06-30	$1,068,864	2,081	—	Shares	Sole	2022-08-17
No filing history on record for this holder in this stock.