Position in UNH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$589,363
+$194,573 QoQ
Shares Held
1,418
-2.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.59%
of 13F equity value
Holder Rank
#2,197
of 3,349 holders
Holding Since
Sep 2024
6 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, 2026Alpha Financial Advisors, LLC holds $821,504 across 2 Healthcare Plans names. UNH ranks #1 (71.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
1,418 | $589,363 | |
| 2 | CVS |
CVS HEALTH Corp
|
2,244 | $232,141 |
All Filings in UNH
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $589,363 | 1,418 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $394,790 | 1,459 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $778,729 | 2,359 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $843,567 | 2,443 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $798,331 | 2,559 | Shares | Sole | 2025-08-07 | |
| 2024-09-30 | $222,763 | 381 | Shares | Sole | 2024-10-18 | |
| No filing history on record for this holder in this stock. | ||||||