Position in UNH
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$575,646
+$324,269 QoQ
Shares Held
1,385
+90.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#2,214
of 3,349 holders
Holding Since
Jun 2024
7 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Lynx Investment Advisory holds $785,959 across 2 Healthcare Plans names. UNH ranks #1 (73.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
1,385 | $575,646 | |
| 2 | CVS |
CVS HEALTH Corp
|
2,033 | $210,313 |
All Filings in UNH
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $575,646 | 1,385 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $251,377 | 728 | Shares | Other | 2025-11-06 | |
| 2025-06-30 | $243,024 | 779 | Shares | Other | 2025-07-18 | |
| 2025-03-31 | $457,233 | 873 | Shares | Other | 2025-06-16 | |
| 2024-12-31 | $445,156 | 880 | Shares | Other | 2025-02-11 | |
| 2024-09-30 | $514,518 | 880 | Shares | Other | 2024-11-04 | |
| 2024-06-30 | $418,102 | 821 | Shares | Other | 2024-07-09 | |
| No filing history on record for this holder in this stock. | ||||||