Intellectus Partners, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1677253 SAN FRANCISCO, CA

Position in UNH

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,435,170

+$524,094 QoQ

Shares Held

3,453

+2.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#1,594

of 3,349 holders

Holding Since

Sep 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Intellectus Partners, LLC holds $2,779,949 across 3 Healthcare Plans names. UNH ranks #1 (51.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	3,453	$1,435,170
2	ELV	Elevance Health, Inc.	2,301	$889,865
3	CNC	Centene Corp	7,087	$454,914

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,435,170	3,453	+2.6%	Shares	Sole	2026-08-12
2026-03-31	$911,076	3,367	-0.4%	Shares	Sole	2026-04-10
2025-12-31	$1,116,101	3,381	+57.8%	Shares	Sole	2026-02-10
2025-09-30	$739,977	2,143	-16.5%	Shares	Sole	2025-11-12
2025-03-31	$1,343,942	2,566	+13.3%	Shares	Sole	2025-04-11
2024-12-31	$1,145,772	2,265	+45.1%	Shares	Sole	2025-02-07
2024-09-30	$912,685	1,561	-55.6%	Shares	Sole	2024-11-06
2024-06-30	$1,789,030	3,513	+8.5%	Shares	Sole	2024-07-18
2024-03-31	$1,601,343	3,237	+91.1%	Shares	Sole	2024-05-03
2023-12-31	$891,840	1,694	-1.2%	Shares	Sole	2024-02-05
2023-09-30	$864,685	1,715	-1.5%	Shares	Sole	2023-10-25
2023-06-30	$837,274	1,742	0.0%	Shares	Sole	2023-07-31
2023-03-31	$823,251	1,742	-0.3%	Shares	Sole	2023-05-04
2022-12-31	$926,224	1,747	+1.9%	Shares	Sole	2023-02-02
2022-09-30	$866,143	1,715	+5.9%	Shares	Sole	2022-11-14
2022-06-30	$831,566	1,619	-24.0%	Shares	Sole	2022-08-12
2022-03-31	$1,086,236	2,130	-5.8%	Shares	Sole	2022-05-16
2021-12-31	$1,134,836	2,260	-2.8%	Shares	Sole	2022-02-14
2021-09-30	$908,079	2,324	-9.8%	Shares	Sole	2021-11-16
2021-06-30	$1,031,533	2,576	-2.6%	Shares	Sole	2021-08-13
2021-03-31	$984,125	2,645	+2.0%	Shares	Sole	2021-05-17
2020-12-31	$909,313	2,593	+11.8%	Shares	Sole	2021-02-18
2020-09-30	$723,306	2,320	—	Shares	Sole	2020-11-16
No filing history on record for this holder in this stock.