ASHTON THOMAS SECURITIES, LLC
Broker-DealerPosition in UNH — Unitedhealth Group Inc
CIK 771572
ROCHESTER, NY
Position in UNH
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,458,035
+$999,014 QoQ
Shares Held
5,914
+9.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#1,296
of 3,349 holders
Holding Since
Jun 2024
9 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, 2026ASHTON THOMAS SECURITIES, LLC holds $6,498,447 across 4 Healthcare Plans names. UNH ranks #1 (37.8% of the industry book) .
All Filings in UNH
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,458,035 | 5,914 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,459,021 | 5,392 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,660,123 | 5,029 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $391,915 | 1,135 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $689,141 | 2,209 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $741,630 | 1,416 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,282,860 | 2,536 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,475,732 | 2,524 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $562,732 | 1,105 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||