Fortune Financial Advisors, LLC
Position in UNH — Unitedhealth Group Inc
CIK 1961828
Overland Park, KS
Position in UNH
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$220,283
+$17,066 QoQ
Shares Held
530
+37.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#2,967
of 3,349 holders
Holding Since
Dec 2023
2 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, 2026Fortune Financial Advisors, LLC holds $436,078 across 2 Healthcare Plans names. UNH ranks #1 (50.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
530 | $220,283 | |
| 2 | ELV |
Elevance Health, Inc.
|
558 | $215,795 |
All Filings in UNH
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $220,283 | 530 | Shares | Sole | 2026-07-22 | |
| 2023-12-31 | $203,217 | 386 | Shares | Sole | 2024-01-25 | |
| No filing history on record for this holder in this stock. | ||||||