Position in UNH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,540,341
+$2,172,950 QoQ
Shares Held
10,924
+24.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
#1,022
of 3,349 holders
Holding Since
Dec 2024
7 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, 2026Advyzon Investment Management, LLC holds $5,521,592 across 3 Healthcare Plans names. UNH ranks #1 (82.2% of the industry book) .
All Filings in UNH
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,540,341 | 10,924 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $2,367,391 | 8,749 | Shares | Other | 2026-05-12 | |
| 2025-12-31 | $1,906,384 | 5,775 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $983,069 | 2,847 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,146,801 | 3,676 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,165,867 | 2,226 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $994,014 | 1,965 | Shares | Defined | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||