Position in UNH
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,344,563
+$469,205 QoQ
Shares Held
3,235
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,628
of 3,349 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Cache Advisors, LLC holds $1,548,369 across 2 Healthcare Plans names. UNH ranks #1 (86.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
3,235 | $1,344,563 | |
| 2 | ELV |
Elevance Health, Inc.
|
527 | $203,806 |
All Filings in UNH
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,344,563 | 3,235 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $875,358 | 3,235 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,067,905 | 3,235 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,117,045 | 3,235 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $478,873 | 1,535 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $503,847 | 962 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $486,637 | 962 | Shares | Sole | 2025-02-19 | |
| No filing history on record for this holder in this stock. | ||||||