Farther Finance Advisors, LLC
Position in UNH — Unitedhealth Group Inc
CIK 1992825
SAN FRANCISCO, CA
Position in UNH
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$9,665,475
+$3,776,355 QoQ
Shares Held
23,255
+6.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#759
of 3,349 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, 2026Farther Finance Advisors, LLC holds $26,046,270 across 11 Healthcare Plans names. UNH ranks #1 (37.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
23,255 | $9,665,475 | |
| 2 | CVS |
CVS HEALTH Corp
|
41,526 | $4,295,864 | |
| 3 | ELV |
Elevance Health, Inc.
|
9,308 | $3,599,682 | |
| 4 | CI |
Cigna Group
|
8,060 | $2,221,980 | |
| 5 | CNC |
Centene Corp
|
32,245 | $2,069,806 | |
| 6 | HUM |
Humana Inc
|
4,518 | $1,794,639 | |
| 7 | CLOV |
Clover Health Investments, Corp. /De
|
265,640 | $1,391,953 | |
| 8 | MOH |
Molina Healthcare, Inc.
|
2,064 | $472,036 |
All Filings in UNH
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,665,475 | 23,255 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $5,889,120 | 21,764 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $6,959,379 | 21,082 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $6,371,130 | 18,451 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $5,028,332 | 16,118 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $8,177,832 | 15,614 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $6,372,824 | 12,598 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $7,326,625 | 12,531 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $6,212,462 | 12,199 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $4,294,985 | 8,682 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $4,080,142 | 7,750 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $1,960,794 | 3,889 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,708,194 | 3,554 | Shares | Sole | 2024-05-14 | |
| 2023-03-31 | $1,562,855 | 3,307 | Shares | Sole | 2024-05-14 | |
| 2022-12-31 | $494,657 | 933 | Shares | Sole | 2023-09-12 | |
| No filing history on record for this holder in this stock. | ||||||