EADS & HEALD WEALTH MANAGEMENT

Position in UNH — Unitedhealth Group Inc

CIK 1035912 ATLANTA, GA

Position in UNH

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$693,686

+$244,507 QoQ

Shares Held

1,669

+0.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#2,085

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

EADS & HEALD WEALTH MANAGEMENT holds $3,289,776 across 4 Healthcare Plans names. UNH ranks #3 (21.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CI	Cigna Group	3,940	$1,086,179
2	CVS	CVS HEALTH Corp	9,175	$949,153
3	UNH	Unitedhealth Group Inc This page	1,669	$693,686
4	ELV	Elevance Health, Inc.	1,450	$560,758

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$693,686	1,669	+0.5%	Shares	Sole	2026-07-31
2026-03-31	$449,179	1,660	-20.6%	Shares	Sole	2026-04-29
2025-12-31	$689,929	2,090	-22.3%	Shares	Sole	2026-01-29
2025-09-30	$928,857	2,690	-26.2%	Shares	Sole	2025-10-22
2025-06-30	$1,137,442	3,646	-23.6%	Shares	Sole	2025-07-22
2025-03-31	$2,498,287	4,770	-1.8%	Shares	Sole	2025-04-25
2024-12-31	$2,456,962	4,857	-0.9%	Shares	Sole	2025-01-17
2024-09-30	$2,866,101	4,902	-6.1%	Shares	Sole	2024-10-28
2024-06-30	$2,659,864	5,223	-3.4%	Shares	Sole	2024-07-23
2024-03-31	$2,673,853	5,405	-6.0%	Shares	Sole	2024-04-23
2023-12-31	$3,027,202	5,750	-0.7%	Shares	Sole	2024-01-30
2023-09-30	$2,919,260	5,790	-1.1%	Shares	Sole	2023-10-27
2023-06-30	$2,813,666	5,854	-5.2%	Shares	Sole	2023-07-25
2023-03-31	$2,917,298	6,173	-0.9%	Shares	Sole	2023-04-21
2022-12-31	$3,302,491	6,229	-1.4%	Shares	Sole	2023-01-27
2022-09-30	$3,190,842	6,318	-0.7%	Shares	Sole	2022-10-27
2022-06-30	$3,268,741	6,364	-1.0%	Shares	Sole	2022-07-26
2022-03-31	$3,279,107	6,430	-1.8%	Shares	Sole	2022-04-27
2021-12-31	$3,289,519	6,551	-1.4%	Shares	Sole	2022-01-31
2021-09-30	$2,596,467	6,645	+36.1%	Shares	Sole	2021-10-27
2021-06-30	$1,955,748	4,884	-1.9%	Shares	Sole	2021-07-30
2021-03-31	$1,853,280	4,981	-3.1%	Shares	Sole	2021-04-29
2020-12-31	$1,802,845	5,141	-0.9%	Shares	Sole	2021-02-02
2020-09-30	$1,617,462	5,188	+0.5%	Shares	Sole	2020-11-02
2020-06-30	$1,522,236	5,161	-1.2%	Shares	Sole	2020-07-29
2020-03-31	$1,302,262	5,222	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.