Position in UNH
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$952,208
+$673,771 QoQ
Shares Held
2,291
+122.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#1,854
of 3,349 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026AA Financial Advisors, LLC holds $1,472,251 across 2 Healthcare Plans names. UNH ranks #1 (64.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
2,291 | $952,208 | |
| 2 | CVS |
CVS HEALTH Corp
|
5,027 | $520,043 |
All Filings in UNH
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $952,208 | 2,291 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $278,437 | 1,029 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,004,854 | 3,044 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $786,938 | 2,279 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $687,893 | 2,205 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $962,652 | 1,838 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $947,475 | 1,873 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,009,157 | 1,726 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $837,223 | 1,644 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,042,827 | 2,108 | Shares | Sole | 2024-05-03 | |
| No filing history on record for this holder in this stock. | ||||||