Strategic Wealth Partners, Ltd.

Position in UNH — Unitedhealth Group Inc

CIK 1720777 INDEPENDENCE, OH

Position in UNH

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

Position Value

$539,487

+$183,932 QoQ

Shares Held

1,298

-1.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#2,258

of 3,349 holders

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Strategic Wealth Partners, Ltd. holds $1,348,799 across 5 Healthcare Plans names. UNH ranks #1 (40.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	1,298	$539,487
2	CVS	CVS HEALTH Corp	3,353	$346,867
3	CI	Cigna Group	1,030	$283,950
4	ELV	Elevance Health, Inc.	448	$173,255
5	CLOV	Clover Health Investments, Corp. /De	1,000	$5,240

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$539,487	1,298	-1.2%	Shares	Sole	2026-08-12
2026-03-31	$355,555	1,314	-13.6%	Shares	Sole	2026-05-12
2025-12-31	$501,767	1,520	-65.7%	Shares	Sole	2026-05-12
2025-09-30	$1,532,096	4,437	-16.0%	Shares	Sole	2025-11-14
2025-06-30	$1,647,201	5,280	-60.0%	Shares	Sole	2025-08-11
2024-12-31	$6,678,363	13,202	+108.2%	Shares	Sole	2025-02-14
2024-09-30	$3,708,040	6,342	-5.2%	Shares	Sole	2024-10-08
2024-06-30	$3,407,458	6,691	-15.7%	Shares	Sole	2024-10-08
2024-03-31	$3,928,412	7,941	+14.1%	Shares	Sole	2024-05-20
2023-12-31	$3,662,651	6,957	-2.5%	Shares	Sole	2024-05-20
2023-09-30	$3,596,387	7,133	-16.9%	Shares	Sole	2024-05-20
2023-06-30	$4,123,891	8,580	+41.4%	Shares	Sole	2024-05-20
2023-03-31	$2,866,730	6,066	-1.0%	Shares	Sole	2023-04-24
2022-12-31	$3,248,943	6,128	+3.5%	Shares	Sole	2023-04-24
2022-09-30	$2,989,331	5,919	-0.0%	Shares	Sole	2023-04-24
2022-06-30	$3,040,689	5,920	-7.9%	Shares	Sole	2022-08-22
2022-03-31	$3,279,617	6,431	-5.4%	Shares	Sole	2022-05-19
2021-12-31	$3,414,049	6,799	+4.5%	Shares	Sole	2022-02-11
2021-09-30	$2,542,935	6,508	+23.5%	Shares	Sole	2021-11-12
2021-06-30	$2,110,718	5,271	+121.1%	Shares	Sole	2021-08-25
2021-03-31	$887,014	2,384	+241.1%	Shares	Sole	2021-05-24
2020-03-31	$174,316	699	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.