Allegiance Financial Group Advisory Services LLC
Position in UNH — Unitedhealth Group Inc
CIK 1964068
VIENNA, VA
Position in UNH
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$319,203
+$116,261 QoQ
Shares Held
768
+2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#2,659
of 3,349 holders
Holding Since
Sep 2025
4 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, 2026Allegiance Financial Group Advisory Services LLC holds $2,101,433 across 3 Healthcare Plans names. UNH ranks #3 (15.2% of the industry book) .
All Filings in UNH
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $319,203 | 768 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $202,942 | 750 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $209,289 | 634 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $233,077 | 675 | Shares | Sole | 2025-10-30 | |
| No filing history on record for this holder in this stock. | ||||||