Diversify Advisory Services, LLC

Position in UNH — Unitedhealth Group Inc

CIK 2021232 SANDY, UT

Position in UNH

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$13,880,379

+$13,276,152 QoQ

Shares Held

33,396

+1395.6% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#629

of 3,349 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Diversify Advisory Services, LLC holds $21,293,063 across 6 Healthcare Plans names. UNH ranks #1 (65.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	33,396	$13,880,379
2	CVS	CVS HEALTH Corp	33,706	$3,486,885
3	CI	Cigna Group	5,230	$1,441,806
4	ELV	Elevance Health, Inc.	2,198	$850,032
5	CNC	Centene Corp	12,896	$827,794
6	MOH	Molina Healthcare, Inc.	3,525	$806,167

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,880,379	33,396	+1395.6%	Shares	Sole	2026-08-10
2026-03-31	$604,227	2,233	-95.9%	Shares	Sole	2026-05-04
2025-12-31	$18,071,211	54,743	-7.0%	Shares	Sole	2026-01-23
2025-09-30	$20,317,797	58,841	+18.7%	Shares	Sole	2025-11-13
2025-06-30	$15,459,673	49,555	+806.8%	Shares	Sole	2025-08-14
2025-03-31	$2,862,293	5,465	-13.0%	Shares	Sole	2025-05-05
2024-12-31	$3,178,318	6,283	-25.3%	Shares	Sole	2025-01-16
2024-09-30	$4,920,082	8,415	-22.0%	Shares	Sole	2024-10-25
2024-06-30	$5,494,915	10,790	-11.1%	Shares	Sole	2024-07-12
2024-03-31	$6,004,668	12,138	—	Shares	Sole	2024-04-30
No filing history on record for this holder in this stock.