New England Capital Financial Advisors LLC
Position in UNH — Unitedhealth Group Inc
CIK 1964652
MERIDEN, CT
Position in UNH
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$367,416
+$116,580 QoQ
Shares Held
884
-4.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.19%
of 13F equity value
Holder Rank
#2,540
of 3,340 holders
Holding Since
Dec 2022
15 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, 2026New England Capital Financial Advisors LLC holds $749,630 across 4 Healthcare Plans names. UNH ranks #1 (49.0% of the industry book) .
All Filings in UNH
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $367,416 | 884 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $250,836 | 927 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $305,351 | 925 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $319,057 | 924 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $287,948 | 923 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $482,373 | 921 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $465,391 | 920 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $537,320 | 919 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $468,009 | 919 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $454,134 | 918 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $482,772 | 917 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $461,838 | 916 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $439,785 | 915 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $432,419 | 915 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $484,584 | 914 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||