VALLEY NATIONAL ADVISERS INC

Position in UNH — Unitedhealth Group Inc

CIK 773411 BETHLEHEM, PA

Position in UNH

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$3,007,498

+$1,051,945 QoQ

Shares Held

7,236

+0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.81%

of 13F equity value

Holder Rank

#1,209

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

VALLEY NATIONAL ADVISERS INC holds $3,469,829 across 7 Healthcare Plans names. UNH ranks #1 (86.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	7,236	$3,007,498
2	CI	Cigna Group	604	$166,510
3	CVS	CVS HEALTH Corp	1,516	$156,830
4	ELV	Elevance Health, Inc.	271	$104,803
5	OSCR	Oscar Health, Inc.	1,000	$28,520
6	CNC	Centene Corp	45	$2,888
7	HUM	Humana Inc	7	$2,780

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,007,498	7,236	+0.1%	Shares	Sole	2026-07-29
2026-03-31	$1,955,553	7,227	-0.5%	Shares	Sole	2026-04-15
2025-12-31	$2,397,918	7,264	-2.5%	Shares	Sole	2026-01-23
2025-09-30	$2,572,830	7,451	+592.5%	Shares	Sole	2025-10-17
2025-06-30	$335,679	1,076	-11.4%	Shares	Sole	2025-07-22
2025-03-31	$636,356	1,215	+7.8%	Shares	Sole	2025-04-25
2024-12-31	$570,104	1,127	+5.9%	Shares	Sole	2025-01-24
2024-09-30	$622,099	1,064	-23.8%	Shares	Sole	2024-10-24
2024-06-30	$711,436	1,397	+8.2%	Shares	Sole	2024-07-18
2024-03-31	$638,657	1,291	-8.8%	Shares	Sole	2024-04-19
2023-12-31	$745,481	1,416	+9.4%	Shares	Sole	2024-01-25
2023-09-30	$652,421	1,294	-0.6%	Shares	Sole	2023-11-13
2023-06-30	$625,793	1,302	+0.4%	Shares	Sole	2023-07-31
2023-03-31	$612,949	1,297	-16.0%	Shares	Sole	2023-04-26
2022-12-31	$818,597	1,544	0.0%	Shares	Sole	2023-01-12
2022-09-30	$779,781	1,544	+5.8%	Shares	Sole	2022-11-08
2022-06-30	$749,899	1,460	-73.4%	Shares	Sole	2022-07-15
2022-03-31	$2,800,245	5,491	-0.1%	Shares	Sole	2022-05-06
2021-12-31	$2,759,761	5,496	-40.6%	Shares	Sole	2022-02-11
2021-09-30	$3,617,470	9,258	-1.9%	Shares	Sole	2021-11-10
2021-06-30	$3,780,554	9,441	+0.3%	Shares	Sole	2021-08-02
2021-03-31	$3,500,806	9,409	-1.8%	Shares	Sole	2021-05-07
2020-12-31	$3,359,163	9,579	-2.9%	Shares	Sole	2021-02-11
2020-09-30	$3,074,363	9,861	-11.6%	Shares	Sole	2020-11-13
2020-06-30	$3,289,872	11,154	-6.9%	Shares	Sole	2020-08-10
2020-03-31	$2,989,068	11,986	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.