Position in UNH
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$255,612
+$33,118 QoQ
Shares Held
615
-8.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,840
of 3,349 holders
Holding Since
Dec 2024
5 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, 2026IFC Advisors LLC holds $838,399 across 2 Healthcare Plans names. UNH ranks #2 (30.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CI |
Cigna Group
|
2,114 | $582,787 | |
| 2 | UNH |
Unitedhealth Group Inc
This page
|
615 | $255,612 |
All Filings in UNH
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $255,612 | 615 | Shares | Sole | 2026-08-05 | |
| 2025-12-31 | $222,494 | 674 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $204,072 | 591 | Shares | Sole | 2025-11-03 | |
| 2025-03-31 | $4,427,782 | 8,454 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $4,030,692 | 7,968 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||