Position in UNH
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$5,140,096
+$3,305,496 QoQ
Shares Held
12,367
+82.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#963
of 3,349 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Derivatives in UNH
reported options exposure · as of Jun 30, 2026CallValue
$207,815
CallShares
500
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, 2026Savvy Advisors, Inc. holds $10,072,048 across 6 Healthcare Plans names. UNH ranks #1 (51.0% of the industry book) .
All Filings in UNH
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,140,096 | 12,367 | Shares | Sole | 2026-08-03 | |
| 2026-06-30 | $207,815 | 500 | Call | Sole | 2026-08-03 | |
| 2026-03-31 | $189,413 | 700 | Call | Sole | 2026-05-11 | |
| 2026-03-31 | $1,834,600 | 6,780 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,170,143 | 6,574 | Shares | Sole | 2026-01-20 | |
| 2025-12-31 | $198,066 | 600 | Call | Sole | 2026-01-20 | |
| 2025-09-30 | $1,645,699 | 4,766 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,249,927 | 7,212 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,614,036 | 4,991 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,201,502 | 4,352 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,936,460 | 3,312 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $808,704 | 1,588 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $454,629 | 919 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $309,564 | 588 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||