Position in UNH
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$257,274
New position
Shares Held
619
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#2,836
of 3,349 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026ADVISORTRUST PARTNERS, LLC holds $513,105 across 2 Healthcare Plans names. UNH ranks #1 (50.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
619 | $257,274 | |
| 2 | CVS |
CVS HEALTH Corp
|
2,473 | $255,831 |
All Filings in UNH
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $257,274 | 619 | Shares | Sole | 2026-08-10 | |
| No filing history on record for this holder in this stock. | ||||||