Annis Gardner Whiting Capital Advisors, LLC
Position in UNH — Unitedhealth Group Inc
CIK 1998414
TAMPA, FL
Position in UNH
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$307,981
+$128,580 QoQ
Shares Held
741
+11.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2,682
of 3,349 holders
Holding Since
Sep 2023
12 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, 2026Annis Gardner Whiting Capital Advisors, LLC holds $1,075,166 across 2 Healthcare Plans names. UNH ranks #2 (28.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
|
7,416 | $767,185 | |
| 2 | UNH |
Unitedhealth Group Inc
This page
|
741 | $307,981 |
All Filings in UNH
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $307,981 | 741 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $179,401 | 663 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $377,645 | 1,144 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $413,669 | 1,198 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $245,520 | 787 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $498,086 | 951 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $494,225 | 977 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $594,619 | 1,017 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $822,454 | 1,615 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $777,173 | 1,571 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $519,099 | 986 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $462,342 | 917 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||