Position in UNH
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$59,435
-$95,883 QoQ
Shares Held
143
-75.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#3,195
of 3,349 holders
Holding Since
Dec 2023
10 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
$33,011
CallShares
100
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, 2026American Capital Advisory, LLC holds $454,234 across 7 Healthcare Plans names. UNH ranks #2 (13.1% of the industry book) .
All Filings in UNH
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $59,435 | 143 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $155,318 | 574 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $33,011 | 100 | Call | Sole | 2026-01-30 | |
| 2025-12-31 | $185,851 | 563 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $192,332 | 557 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $161,600 | 518 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $109,463 | 209 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $101,172 | 200 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $116,936 | 200 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $102,361 | 201 | Shares | Sole | 2024-07-29 | |
| 2023-12-31 | $105,820 | 201 | Shares | Sole | 2024-04-09 | |
| No filing history on record for this holder in this stock. | ||||||