Position in UNH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,883,230
+$1,611,627 QoQ
Shares Held
9,343
+11.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,085
of 3,349 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 99%
Shared 1%
None 0%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026INSIGNEO ADVISORY SERVICES, LLC holds $5,917,665 across 5 Healthcare Plans names. UNH ranks #1 (65.6% of the industry book) .
All Filings in UNH
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,883,230 | 9,343 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,271,603 | 8,395 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,709,872 | 8,209 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,003,074 | 8,697 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,507,302 | 8,037 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,096,933 | 5,913 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $3,246,103 | 6,417 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $5,716,416 | 9,777 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $5,545,841 | 10,890 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,943,537 | 9,993 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $4,424,980 | 8,405 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,639,938 | 5,236 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,384,455 | 4,961 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,374,764 | 2,909 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,470,719 | 2,774 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||