Investor's Fiduciary Advisor Network, LLC
Position in UNH — Unitedhealth Group Inc
CIK 2044901
SNOQUALMIE, WA
Position in UNH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$320,450
+$92,614 QoQ
Shares Held
771
-8.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#2,652
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, 2026Investor's Fiduciary Advisor Network, LLC holds $563,660 across 2 Healthcare Plans names. UNH ranks #1 (56.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
771 | $320,450 | |
| 2 | CVS |
CVS HEALTH Corp
|
2,351 | $243,210 |
All Filings in UNH
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $320,450 | 771 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $227,836 | 842 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $350,576 | 1,062 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $280,038 | 811 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $258,935 | 830 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $307,965 | 588 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $478,543 | 946 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||