World Investment Advisors

Position in UNH — Unitedhealth Group Inc

CIK 1652594 SANTA BARBARA, CA

Position in UNH

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

Position Value

$12,164,243

+$3,665,553 QoQ

Shares Held

29,267

-6.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

#681

of 3,353 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

World Investment Advisors holds $29,750,679 across 4 Healthcare Plans names. UNH ranks #1 (40.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	29,267	$12,164,243
2	ELV	Elevance Health, Inc.	29,719	$11,493,228
3	CVS	CVS HEALTH Corp	46,647	$4,825,632
4	CI	Cigna Group	4,598	$1,267,576

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,164,243	29,267	-6.8%	Shares	Sole	2026-08-14
2026-03-31	$8,498,690	31,408	-31.8%	Shares	Sole	2026-04-27
2025-12-31	$15,203,546	46,056	-5.9%	Shares	Sole	2026-03-13
2025-09-30	$16,893,801	48,925	-2.6%	Shares	Sole	2025-10-15
2025-06-30	$15,668,069	50,223	+6.2%	Shares	Sole	2025-08-04
2025-03-31	$24,779,660	47,312	+5.6%	Shares	Sole	2025-04-29
2024-12-31	$22,662,527	44,800	+7.8%	Shares	Sole	2025-02-12
2024-09-30	$24,308,071	41,575	+239.4%	Shares	Sole	2024-11-25
2024-06-30	$6,238,944	12,251	+387.7%	Shares	Sole	2024-08-15
2024-03-31	$1,242,686	2,512	-67.9%	Shares	Sole	2024-05-15
2023-12-31	$4,120,680	7,827	+872.3%	Shares	Sole	2024-02-15
2023-09-30	$405,872	805	+8.6%	Shares	Sole	2023-11-14
2023-06-30	$356,154	741	+57.3%	Shares	Sole	2023-08-14
2023-03-31	$222,589	471	-3.1%	Shares	Sole	2023-05-15
2022-12-31	$257,667	486	-19.7%	Shares	Sole	2023-02-14
2022-09-30	$305,549	605	+33.6%	Shares	Sole	2022-11-14
2022-06-30	$232,674	453	+3.0%	Shares	Sole	2022-08-09
2022-03-31	$224,386	440	-0.7%	Shares	Sole	2022-05-12
2021-12-31	$222,448	443	—	Shares	Sole	2022-02-11
No filing history on record for this holder in this stock.