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, 2026Pinnacle Wealth Management Advisory Group, LLC holds $4,759,969 across 6 Healthcare Plans names. UNH ranks #1 (51.2% of the industry book) .
All Filings in UNH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,435,591 | 5,860 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,071,265 | 3,959 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,720,766 | 8,242 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $2,553,838 | 7,396 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $2,506,366 | 8,034 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $4,582,812 | 8,750 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $4,237,589 | 8,377 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $4,718,952 | 8,071 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $4,006,348 | 7,867 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $3,810,179 | 7,702 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $4,098,568 | 7,785 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $3,920,077 | 7,775 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $3,808,591 | 7,924 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $3,759,926 | 7,956 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $4,259,466 | 8,034 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $3,938,806 | 7,799 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $3,978,064 | 7,745 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $3,731,960 | 7,318 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $3,169,507 | 6,312 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $2,522,617 | 6,456 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $2,609,667 | 6,517 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,482,451 | 6,672 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $2,422,497 | 6,908 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $2,207,955 | 7,082 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $2,031,025 | 6,886 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $1,742,168 | 6,986 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||