Regal Investment Advisors LLC

Position in UNH — Unitedhealth Group Inc

CIK 1559789 KENTWOOD, MI

Position in UNH

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$603,910

+$54,342 QoQ

Shares Held

1,453

-28.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#2,184

of 3,349 holders

Holding Since

Jun 2020

23 quarters on record

Voting authority Sole 0% Shared 4% None 96%

Healthcare · as of Jun 30, 2026

Regal Investment Advisors LLC holds $5,727,994 across 4 Healthcare Plans names. UNH ranks #2 (10.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ELV	Elevance Health, Inc.	10,821	$4,184,805
2	UNH	Unitedhealth Group Inc This page	1,453	$603,910
3	CVS	CVS HEALTH Corp	4,981	$515,284
4	CI	Cigna Group	1,538	$423,995

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$603,910	1,453	-28.5%	Shares	Sole	2026-08-14
2026-03-31	$549,568	2,031	-55.5%	Shares	Sole	2026-05-14
2025-12-31	$1,507,612	4,567	+4.4%	Shares	Sole	2026-02-17
2025-09-30	$1,509,996	4,373	+41.4%	Shares	Sole	2025-11-13
2025-06-30	$964,611	3,092	+102.8%	Shares	Sole	2025-08-11
2025-03-31	$798,718	1,525	-32.6%	Shares	Sole	2025-05-12
2024-12-31	$1,144,761	2,263	-7.4%	Shares	Sole	2025-02-13
2024-09-30	$1,428,373	2,443	-17.9%	Shares	Sole	2024-11-12
2024-06-30	$1,515,048	2,975	-4.1%	Shares	Sole	2024-08-15
2024-03-31	$1,534,559	3,102	-8.2%	Shares	Sole	2024-05-15
2023-12-31	$1,778,942	3,379	+5.1%	Shares	Sole	2024-02-14
2023-09-30	$1,620,970	3,215	+8.6%	Shares	Sole	2023-11-13
2023-06-30	$1,422,694	2,960	+1.8%	Shares	Sole	2023-08-11
2023-03-31	$1,373,819	2,907	+7.5%	Shares	Sole	2023-05-11
2022-12-31	$1,434,136	2,705	+1.3%	Shares	Sole	2023-03-01
2022-09-30	$1,347,951	2,669	-6.2%	Shares	Sole	2022-11-15
2022-06-30	$1,460,763	2,844	-0.5%	Shares	Sole	2022-08-09
2022-03-31	$1,456,984	2,857	+3.9%	Shares	Sole	2022-05-09
2021-12-31	$1,380,382	2,749	+7.1%	Shares	Sole	2022-02-10
2021-09-30	$1,003,029	2,567	-2.5%	Shares	Sole	2021-11-05
2021-06-30	$1,054,358	2,633	+5.5%	Shares	Sole	2021-08-09
2020-12-31	$875,297	2,496	+4.0%	Shares	Sole	2021-02-12
2020-06-30	$707,585	2,399	—	Shares	Sole	2020-08-03
No filing history on record for this holder in this stock.