Position in UNH
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$219,868
-$36,297 QoQ
Shares Held
529
-31.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#2,970
of 3,349 holders
Holding Since
Jun 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, 2026Optivise Advisory Services LLC holds $632,943 across 2 Healthcare Plans names. UNH ranks #2 (34.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
|
3,993 | $413,075 | |
| 2 | UNH |
Unitedhealth Group Inc
This page
|
529 | $219,868 |
All Filings in UNH
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $219,868 | 529 | Shares | Sole | 2026-07-13 | |
| 2025-12-31 | $256,165 | 776 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $203,727 | 590 | Shares | Sole | 2025-10-17 | |
| 2025-03-31 | $487,087 | 930 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $435,545 | 861 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $519,780 | 889 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $454,769 | 893 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||