Position in UNH
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,167,920
+$309,880 QoQ
Shares Held
2,810
-11.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.22%
of 13F equity value
Holder Rank
#1,709
of 3,349 holders
Holding Since
Dec 2024
7 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, 2026Persium Advisors, LLC holds $2,259,007 across 2 Healthcare Plans names. UNH ranks #1 (51.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
2,810 | $1,167,920 | |
| 2 | CVS |
CVS HEALTH Corp
|
10,547 | $1,091,087 |
All Filings in UNH
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,167,920 | 2,810 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $858,040 | 3,171 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $394,811 | 1,196 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $752,063 | 2,178 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $588,687 | 1,887 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $616,977 | 1,178 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $498,777 | 986 | Shares | Sole | 2025-01-13 | |
| No filing history on record for this holder in this stock. | ||||||