Catherine Avery Investment Management LLC
Position in UNH — Unitedhealth Group Inc
CIK 2103454
LONGBOAT KEY, FL
Position in UNH
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$5,403
+$1,886 QoQ
Shares Held
13
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#3,317
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, 2026Catherine Avery Investment Management LLC holds $16,494 across 3 Healthcare Plans names. UNH ranks #2 (32.8% of the industry book) .
All Filings in UNH
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,403 | 13 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $3,517 | 13 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,291 | 13 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $4,488 | 13 | Shares | Sole | 2026-01-05 | |
| 2025-06-30 | $4,055 | 13 | Shares | Sole | 2026-01-05 | |
| 2025-03-31 | $6,808 | 13 | Shares | Sole | 2026-01-05 | |
| 2024-12-31 | $6,576 | 13 | Shares | Sole | 2026-01-05 | |
| No filing history on record for this holder in this stock. | ||||||