Position in UNH
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,413,973
+$856,288 QoQ
Shares Held
3,402
+65.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,606
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, 2026Sovran Advisors, LLC holds $1,413,973 across 1 Healthcare Plans name. UNH ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
3,402 | $1,413,973 |
All Filings in UNH
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,413,973 | 3,402 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $557,685 | 2,061 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $673,754 | 2,041 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $700,613 | 2,029 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $615,828 | 1,974 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,174,771 | 2,243 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,279,319 | 2,529 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||