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PKS Advisory Services, LLC

SEC CIK
0001605401
Latest filing
Aug 4, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by PKS Advisory Services, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UNH overviewAll 13F holders of UNHFull Q2 2026 holdings

Shares (Q2 2026)
1,709
Value
$710.4K
% of portfolio
0.1%
Quarters held
4
Since Q4 2024
Holdings of UNH by PKS Advisory Services, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,709$710.4K0.1%+1,709NewHolders
Q1 20260$00.0%−721−100.0%Sold outHolders
Q4 2025721$238.1K0.1%−82−10.2%ReducedHolders
Q3 2025803$277.2K0.1%+803NewHolders
Q1 20250$00.0%−1,274−100.0%Sold outHolders
Q4 20241,274$644.8K0.2%–No prior filingHolders