Omnia Family Wealth, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1696136 AVENTURA, FL

Position in UNH

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$364,923

+$161,710 QoQ

Shares Held

878

+16.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#2,553

of 3,349 holders

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 0% Shared 87% None 13%

Healthcare · as of Jun 30, 2026

Omnia Family Wealth, LLC holds $579,317 across 2 Healthcare Plans names. UNH ranks #1 (63.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	UNH	Unitedhealth Group Inc This page	878	$364,923
2	CNC	Centene Corp	3,340	$214,394

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$364,923	878	+16.9%	Shares	Defined	2026-07-09
2026-03-31	$203,213	751	-36.8%	Shares	Defined	2026-05-07
2025-12-31	$392,170	1,188	+2.1%	Shares	Defined	2026-01-16
2025-09-30	$401,929	1,164	+3.5%	Shares	Defined	2025-11-06
2025-03-31	$589,218	1,125	+29.8%	Shares	Defined	2025-04-23
2024-12-31	$438,580	867	-3.0%	Shares	Defined	2025-02-27
2024-09-30	$522,703	894	+14.3%	Shares	Defined	2024-11-06
2024-06-30	$398,241	782	+9.7%	Shares	Defined	2024-08-14
2024-03-31	$352,721	713	+18.2%	Shares	Defined	2024-04-30
2023-12-31	$317,461	603	+45.7%	Shares	Defined	2024-02-05
2023-09-30	$208,734	414	0.0%	Shares	Defined	2023-11-01
2022-12-31	$219,494	414	0.0%	Shares	Defined	2023-01-31
2022-09-30	$209,086	414	0.0%	Shares	Defined	2022-10-27
2022-06-30	$212,642	414	0.0%	Shares	Defined	2022-07-22
2022-03-31	$211,127	414	0.0%	Shares	Defined	2022-05-06
2021-12-31	$207,885	414	-61.7%	Shares	Defined	2022-02-04
2020-03-31	$269,829	1,082	—	Shares	Defined	2020-05-05
No filing history on record for this holder in this stock.