Position in UNH
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$388,198
+$102,726 QoQ
Shares Held
934
-11.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,502
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, 2026Intellus Advisors LLC holds $594,270 across 2 Healthcare Plans names. UNH ranks #1 (65.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
934 | $388,198 | |
| 2 | CVS |
CVS HEALTH Corp
|
1,992 | $206,072 |
All Filings in UNH
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $388,198 | 934 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $285,472 | 1,055 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $535,108 | 1,621 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $563,529 | 1,632 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $521,925 | 1,673 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $800,290 | 1,528 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $823,540 | 1,628 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||