Avise Financial Cooperative, Inc.
Position in UNH — Unitedhealth Group Inc
CIK 2013342
LOS ANGELES, CA
Position in UNH
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$460,933
+$172,214 QoQ
Shares Held
1,109
+3.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.26%
of 13F equity value
Holder Rank
#2,376
of 3,349 holders
Holding Since
Dec 2025
3 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, 2026Avise Financial Cooperative, Inc. holds $1,092,463 across 2 Healthcare Plans names. UNH ranks #2 (42.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ELV |
Elevance Health, Inc.
|
1,633 | $631,530 | |
| 2 | UNH |
Unitedhealth Group Inc
This page
|
1,109 | $460,933 |
All Filings in UNH
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $460,933 | 1,109 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $288,719 | 1,067 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $341,663 | 1,035 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||