Garden State Investment Advisory Services LLC
Position in UNH — Unitedhealth Group Inc
CIK 1965351
Red Bank, NJ
Position in UNH
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$248,131
+$13,753 QoQ
Shares Held
597
-15.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#2,869
of 3,349 holders
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Derivatives in UNH
reported options exposure · as of Jun 30, 2025CallValue
$62,394
CallShares
200
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Garden State Investment Advisory Services LLC holds $1,733,321 across 3 Healthcare Plans names. UNH ranks #3 (14.3% 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 | $248,131 | 597 | Shares | Sole | 2026-08-11 | |
| 2025-12-31 | $234,378 | 710 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $338,739 | 981 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $278,277 | 892 | Shares | Sole | 2025-08-14 | |
| 2025-06-30 | $62,394 | 200 | Call | Sole | 2025-08-14 | |
| 2025-03-31 | $521,131 | 995 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $532,164 | 1,052 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $664,781 | 1,137 | Shares | Sole | 2024-12-10 | |
| 2024-06-30 | $534,213 | 1,049 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $457,102 | 924 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $469,611 | 892 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $335,286 | 665 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $245,126 | 510 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $292,060 | 618 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $315,987 | 596 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||