SEC 13F Intelligence

Private Advisory Group LLC / UNH

Private Advisory Group LLC’s Unitedhealth Group Inc Position

Does Private Advisory Group LLC own Unitedhealth Group Inc (UNH)? Yes44.1K shares worth $12M (+0.78% of its 13F portfolio) as of Q1 2026, up from 1.5K shares the prior filed quarter.

Position Value
$12M
Q1 2026
Shares
44.1K
% of Portfolio
+0.78%
Quarters Held
22
currently held

Position History UNH

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $2MQ2 ’19: $3MQ3 ’19: $3MQ3 ’19Q4 ’19: $4MQ1 ’20: $4MQ2 ’20: $4MQ2 ’20Q3 ’20: $5MQ4 ’20: $5MQ1 ’21: $6MQ1 ’21Q2 ’21: $7MQ3 ’21: $7MQ4 ’21: $10MQ4 ’21Q1 ’22: $8MQ2 ’22: $8MQ3 ’22: $7MQ3 ’22Q4 ’22: $8MQ1 ’23: $6MQ2 ’25: $13MQ2 ’25Q3 ’25: $267,262Q4 ’25: $480,279Q1 ’26: $12MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202644.1K$12M+0.78%
Q4 20251.5K$480,279+0.04%
Q3 2025774$267,262+0.02%
Q2 202541.9K$13M+1.18%
Q1 202313.1K$6M+1.32%
Q4 202214.7K$8M+1.70%
Q3 202214.8K$7M+1.70%
Q2 202216.1K$8M+1.88%
Q1 202215.4K$8M+1.53%
Q4 202119.9K$10M+1.89%
Q3 202118.7K$7M+1.78%
Q2 202118.1K$7M+1.83%
Q1 202116.7K$6M+1.78%
Q4 202015.3K$5M+1.78%
Q3 202014.6K$5M+1.83%
Q2 202014.8K$4M+1.78%
Q1 202014.7K$4M+1.87%
Q4 201914.7K$4M+1.73%
Q3 201911.9K$3M+1.14%
Q2 201910.3K$3M+1.15%
Q1 20199.0K$2M+1.26%
Q4 20189.0K$2M+1.26%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Private Advisory Group LLC’s full portfolio or all institutional holders of UNH.