Position in UNH
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$614,716
+$214,514 QoQ
Shares Held
1,479
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#2,173
of 3,349 holders
Holding Since
Dec 2023
11 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, 2026Gratus Wealth Advisors, LLC holds $1,134,094 across 2 Healthcare Plans names. UNH ranks #1 (54.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
1,479 | $614,716 | |
| 2 | ELV |
Elevance Health, Inc.
|
1,343 | $519,378 |
All Filings in UNH
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $614,716 | 1,479 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $400,202 | 1,479 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $488,232 | 1,479 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $659,177 | 1,909 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $638,914 | 2,048 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,231,860 | 2,352 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,189,782 | 2,352 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,426,034 | 2,439 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1,265,511 | 2,485 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $1,281,273 | 2,590 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,252,472 | 2,379 | Shares | Sole | 2024-05-09 | |
| No filing history on record for this holder in this stock. | ||||||