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Pinnacle Wealth Management Advisory Group, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1631864 RED BANK, NJ

Position in UNH

as of Jun 30, 2026 · filed Aug 5, 2026
Position Value
$2,435,591
+$1,364,326 QoQ
Shares Held
5,860
+48.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,301
of 3,349 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in UNH Over Time

Shares Held

Position Value (USD)

Position in Healthcare Plans

Healthcare · as of Jun 30, 2026

Pinnacle Wealth Management Advisory Group, LLC holds $4,759,969 across 6 Healthcare Plans names. UNH ranks #1 (51.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 UNH
Unitedhealth Group Inc
This page
5,860 $2,435,591

All Filings in UNH

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,435,591 5,860
2026-03-31 $1,071,265 3,959
2025-12-31 $2,720,766 8,242
2025-09-30 $2,553,838 7,396
2025-06-30 $2,506,366 8,034
2025-03-31 $4,582,812 8,750
2024-12-31 $4,237,589 8,377
2024-09-30 $4,718,952 8,071
2024-06-30 $4,006,348 7,867
2024-03-31 $3,810,179 7,702
2023-12-31 $4,098,568 7,785
2023-09-30 $3,920,077 7,775
2023-06-30 $3,808,591 7,924
2023-03-31 $3,759,926 7,956
2022-12-31 $4,259,466 8,034
2022-09-30 $3,938,806 7,799
2022-06-30 $3,978,064 7,745
2022-03-31 $3,731,960 7,318
2021-12-31 $3,169,507 6,312
2021-09-30 $2,522,617 6,456
2021-06-30 $2,609,667 6,517
2021-03-31 $2,482,451 6,672
2020-12-31 $2,422,497 6,908
2020-09-30 $2,207,955 7,082
2020-06-30 $2,031,025 6,886
2020-03-31 $1,742,168 6,986