Fortis Capital Advisors, LLC
Position in UNH — Unitedhealth Group Inc
CIK 1959790
PRAIRIE VILLAGE, KS
Position in UNH
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$416,045
+$91,844 QoQ
Shares Held
1,001
+61.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,444
of 3,349 holders
Holding Since
Dec 2022
8 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, 2026Fortis Capital Advisors, LLC holds $3,192,820 across 3 Healthcare Plans names. UNH ranks #3 (13.0% of the industry book) .
All Filings in UNH
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $416,045 | 1,001 | Shares | Sole | 2026-07-31 | |
| 2025-03-31 | $324,201 | 619 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $196,779 | 389 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $253,751 | 434 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $211,342 | 415 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $235,971 | 477 | Shares | Sole | 2024-05-08 | |
| 2023-03-31 | $159,262 | 337 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $181,851 | 343 | Shares | Defined | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||