Position in UNH
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,238,577
+$368,901 QoQ
Shares Held
2,980
-7.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#1,674
of 3,349 holders
Holding Since
Jun 2024
9 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 Dec 31, 2025CallValue
$99,033
CallShares
300
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, 2026United Advisor Group, LLC holds $1,238,577 across 1 Healthcare Plans name. UNH ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
2,980 | $1,238,577 |
All Filings in UNH
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,238,577 | 2,980 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $869,676 | 3,214 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,169,909 | 3,544 | Shares | Sole | 2026-01-26 | |
| 2025-12-31 | $99,033 | 300 | Call | Sole | 2026-01-26 | |
| 2025-09-30 | $1,322,499 | 3,830 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $570,905 | 1,830 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $980,983 | 1,873 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,065,341 | 2,106 | Shares | Sole | 2025-02-24 | |
| 2024-09-30 | $1,149,480 | 1,966 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $617,223 | 1,212 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||