Avidian Wealth Enterprises, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1471474 HOUSTON, TX

Position in UNH

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$3,382,812

+$1,287,364 QoQ

Shares Held

8,139

+5.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

#1,148

of 3,349 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 7% Shared 0% None 93%

Healthcare · as of Jun 30, 2026

Avidian Wealth Enterprises, LLC holds $6,150,992 across 5 Healthcare Plans names. UNH ranks #1 (55.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	8,139	$3,382,812
2	CI	Cigna Group	5,553	$1,530,851
3	CVS	CVS HEALTH Corp	7,300	$755,185
4	ELV	Elevance Health, Inc.	695	$268,777
5	CNC	Centene Corp	3,324	$213,367

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,382,812	8,139	+5.1%	Shares	Sole	2026-07-24
2026-03-31	$2,095,448	7,744	+118.7%	Shares	Sole	2026-05-07
2025-12-31	$1,168,919	3,541	+4.9%	Shares	Sole	2026-02-02
2025-09-30	$1,165,387	3,375	+94.4%	Shares	Sole	2025-10-30
2025-06-30	$541,579	1,736	-29.1%	Shares	Sole	2025-07-30
2025-03-31	$1,282,663	2,449	+1.6%	Shares	Sole	2025-04-25
2024-12-31	$1,219,122	2,410	-22.8%	Shares	Sole	2025-01-29
2024-09-30	$1,825,370	3,122	-2.3%	Shares	Sole	2024-10-30
2024-06-30	$1,627,594	3,196	+33.5%	Shares	Sole	2024-08-06
2024-03-31	$1,184,311	2,394	+31.3%	Shares	Sole	2024-05-03
2023-12-31	$959,754	1,823	+5.4%	Shares	Sole	2024-02-06
2023-09-30	$872,248	1,730	+1.5%	Shares	Sole	2023-10-13
2023-06-30	$819,491	1,705	-58.2%	Shares	Sole	2023-08-03
2023-03-31	$1,929,112	4,082	-2.8%	Shares	Sole	2023-05-08
2022-12-31	$2,226,225	4,199	+6.5%	Shares	Sole	2023-02-06
2022-09-30	$1,990,362	3,941	-0.2%	Shares	Sole	2022-11-03
2022-06-30	$2,027,811	3,948	+28.3%	Shares	Sole	2022-07-29
2022-03-31	$1,568,667	3,076	+9.2%	Shares	Sole	2022-05-10
2021-12-31	$1,415,030	2,818	+53.2%	Shares	Sole	2022-02-14
2021-09-30	$718,570	1,839	+8.3%	Shares	Sole	2021-11-10
2021-06-30	$679,947	1,698	-5.7%	Shares	Sole	2021-08-09
2021-03-31	$670,098	1,801	+9.6%	Shares	Sole	2021-05-05
2020-12-31	$576,167	1,643	+18.2%	Shares	Sole	2021-02-09
2020-09-30	$433,360	1,390	+53.6%	Shares	Sole	2021-02-03
2020-06-30	$266,929	905	—	Shares	Sole	2020-08-10
No filing history on record for this holder in this stock.