Position in UNH
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$337,907
+$116,024 QoQ
Shares Held
813
-0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#2,612
of 3,353 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, 2026CRUX WEALTH ADVISORS holds $2,077,418 across 2 Healthcare Plans names. UNH ranks #2 (16.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ELV |
Elevance Health, Inc.
|
4,498 | $1,739,511 | |
| 2 | UNH |
Unitedhealth Group Inc
This page
|
813 | $337,907 |
All Filings in UNH
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $337,907 | 813 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $221,883 | 820 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $275,971 | 836 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $730,654 | 2,116 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $624,563 | 2,002 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $947,987 | 1,810 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $982,885 | 1,943 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||