Venturi Wealth Management, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1666363 AUSTIN, TX

Position in UNH

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$4,556,551

+$898,175 QoQ

Shares Held

10,963

-18.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#1,018

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 58% Shared 42% None 0%

Healthcare · as of Jun 30, 2026

Venturi Wealth Management, LLC holds $6,085,816 across 5 Healthcare Plans names. UNH ranks #1 (74.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	10,963	$4,556,551
2	CVS	CVS HEALTH Corp	6,283	$649,975
3	ELV	Elevance Health, Inc.	876	$338,775
4	HUM	Humana Inc	763	$303,078
5	CNC	Centene Corp	3,699	$237,437

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,556,551	10,963	-18.9%	Shares	Other	2026-07-20
2026-03-31	$3,658,376	13,520	-26.2%	Shares	Other	2026-04-21
2025-12-31	$6,051,575	18,332	+11.4%	Shares	Sole	2026-01-22
2025-09-30	$5,680,184	16,450	+37.2%	Shares	Sole	2025-10-23
2025-06-30	$3,740,519	11,990	-67.7%	Shares	Other	2025-07-23
2025-03-31	$19,455,216	37,146	+17.0%	Shares	Sole	2025-05-06
2024-12-31	$16,062,572	31,753	+9.6%	Shares	Sole	2025-01-31
2024-09-30	$16,945,780	28,983	+8.0%	Shares	Sole	2024-11-04
2024-06-30	$13,671,084	26,845	+7.1%	Shares	Sole	2024-07-19
2024-03-31	$12,396,687	25,059	-1.4%	Shares	Sole	2024-04-23
2023-12-31	$13,380,761	25,416	-0.2%	Shares	Sole	2024-01-23
2023-09-30	$12,842,223	25,471	+8.4%	Shares	Sole	2023-11-02
2023-06-30	$11,289,752	23,489	-1.5%	Shares	Sole	2023-07-24
2023-03-31	$11,273,161	23,854	-0.3%	Shares	Sole	2023-05-02
2022-12-31	$12,688,797	23,933	-8.4%	Shares	Sole	2023-01-31
2022-09-30	$13,201,745	26,140	-7.0%	Shares	Sole	2022-11-14
2022-06-30	$14,431,461	28,097	-1.5%	Shares	Sole	2022-08-12
2022-03-31	$14,540,774	28,513	-5.0%	Shares	Sole	2022-05-13
2021-12-31	$15,072,234	30,016	-0.7%	Shares	Sole	2022-02-08
2021-09-30	$11,808,162	30,220	-3.5%	Shares	Sole	2021-11-10
2021-06-30	$12,537,375	31,309	+0.1%	Shares	Sole	2021-08-02
2021-03-31	$11,636,861	31,276	+0.1%	Shares	Sole	2021-04-22
2020-12-31	$10,955,593	31,241	-2.2%	Shares	Sole	2021-01-28
2020-09-30	$9,957,621	31,939	+3.6%	Shares	Sole	2020-11-03
2020-06-30	$9,093,308	30,830	-5.6%	Shares	Sole	2020-08-05
2020-03-31	$8,140,261	32,642	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.