LaSalle St. Investment Advisors, LLC
Position in UNH — Unitedhealth Group Inc
CIK 1966193
ELMHURST, IL
Position in UNH
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,813,809
-$843,384 QoQ
Shares Held
4,364
-55.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#1,460
of 3,349 holders
Holding Since
Mar 2023
14 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, 2026LaSalle St. Investment Advisors, LLC holds $2,283,265 across 2 Healthcare Plans names. UNH ranks #1 (79.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
4,364 | $1,813,809 | |
| 2 | CVS |
CVS HEALTH Corp
|
4,538 | $469,456 |
All Filings in UNH
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,813,809 | 4,364 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,657,193 | 9,820 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,114,024 | 6,404 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,000,311 | 8,689 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,088,327 | 6,694 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,340,800 | 2,560 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,117,444 | 2,209 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $971,153 | 1,661 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $771,019 | 1,514 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $283,957 | 574 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $3,024 | 574 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $274,279 | 544 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $260,987 | 543 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $400,283 | 847 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||