Meridian Wealth Management, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1697300 LEXINGTON, KY

Back to UNH Full portfolio

Position in UNH

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$5,630,123

+$1,750,675 QoQ

Shares Held

13,546

-5.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#928

of 3,349 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 27% Shared 0% None 73%

Common Shares in UNH Over Time

Shares Held

Position Value (USD)

Derivatives in UNH

reported options exposure · as of Jun 30, 2026

CallValue

CallShares

PutValue

$665,008

PutShares

1,600

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Healthcare Plans

Healthcare · as of Jun 30, 2026

Meridian Wealth Management, LLC holds $8,398,235 across 5 Healthcare Plans names. UNH ranks #1 (67.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	13,546	$5,630,123
2	CVS	CVS HEALTH Corp	11,604	$1,200,433
3	CI	Cigna Group	2,955	$814,634
4	HUM	Humana Inc	1,372	$544,985
5	ELV	Elevance Health, Inc.	538	$208,060

All Filings in UNH

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27 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$665,008	1,600	0.0%	Put	Sole	2026-08-05
2026-06-30	$5,630,123	13,546	-5.5%	Shares	Sole	2026-08-05
2026-03-31	$3,879,448	14,337	-10.6%	Shares	Sole	2026-05-06
2026-03-31	$432,944	1,600	—	Put	Sole	2026-05-06
2025-12-31	$5,293,643	16,036	-6.3%	Shares	Sole	2026-02-04
2025-09-30	$5,910,154	17,116	-15.2%	Shares	Sole	2025-11-04
2025-06-30	$6,296,802	20,184	-32.0%	Shares	Sole	2025-08-08
2025-03-31	$15,547,518	29,685	-0.4%	Shares	Sole	2025-05-12
2024-12-31	$15,079,686	29,810	-4.3%	Shares	Sole	2025-02-06
2024-09-30	$18,219,798	31,162	+13.1%	Shares	Sole	2024-11-12
2024-06-30	$14,034,696	27,559	-5.0%	Shares	Sole	2024-08-08
2023-12-31	$15,269,209	29,003	+29.1%	Shares	Sole	2024-02-08
2023-09-30	$11,331,166	22,474	-5.7%	Shares	Sole	2023-10-17
2023-06-30	$11,456,535	23,836	-3.9%	Shares	Sole	2023-08-02
2023-03-31	$11,726,375	24,813	+1.2%	Shares	Sole	2023-05-15
2022-12-31	$12,993,121	24,507	+6.6%	Shares	Sole	2023-02-14
2022-09-30	$11,608,344	22,985	-1.2%	Shares	Sole	2022-11-14
2022-06-30	$11,952,170	23,270	+17.6%	Shares	Sole	2022-08-05
2022-03-31	$10,092,306	19,790	+3.8%	Shares	Sole	2022-05-12
2021-12-31	$9,571,290	19,061	-0.3%	Shares	Sole	2022-01-27
2021-09-30	$7,469,385	19,116	+9.0%	Shares	Sole	2021-10-15
2021-06-30	$7,025,319	17,544	+2.1%	Shares	Sole	2021-07-22
2021-03-31	$6,393,278	17,183	-8.0%	Shares	Sole	2021-05-07
2020-12-31	$6,546,844	18,669	+14.2%	Shares	Sole	2021-01-19
2020-09-30	$5,097,439	16,350	-14.7%	Shares	Sole	2020-10-09
2020-06-30	$5,656,256	19,177	-1.5%	Shares	Sole	2020-07-15
2020-03-31	$4,856,426	19,474	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.