SeaCrest Wealth Management, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1728121 PURCHASE, NY

Position in UNH

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

Position Value

$672,904

+$110,077 QoQ

Shares Held

1,619

-22.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#2,108

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

SeaCrest Wealth Management, LLC holds $1,687,690 across 4 Healthcare Plans names. UNH ranks #1 (39.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	1,619	$672,904
2	CVS	CVS HEALTH Corp	5,765	$596,389
3	CLOV	Clover Health Investments, Corp. /De	41,100	$215,364
4	ELV	Elevance Health, Inc.	525	$203,033

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$672,904	1,619	-22.2%	Shares	Sole	2026-07-09
2026-03-31	$562,827	2,080	-12.5%	Shares	Sole	2026-04-15
2025-12-31	$784,341	2,376	+0.1%	Shares	Sole	2026-01-12
2025-09-30	$819,396	2,373	+0.3%	Shares	Sole	2025-11-13
2025-06-30	$738,121	2,366	-4.2%	Shares	Sole	2025-07-11
2025-03-31	$1,293,662	2,470	-23.4%	Shares	Sole	2025-04-11
2024-12-31	$1,630,386	3,223	+2.3%	Shares	Sole	2025-01-14
2024-09-30	$1,842,911	3,152	-0.5%	Shares	Sole	2024-10-16
2024-06-30	$1,613,844	3,169	-28.2%	Shares	Sole	2024-07-22
2024-03-31	$2,184,100	4,415	+26.9%	Shares	Sole	2024-04-18
2023-12-31	$1,832,115	3,480	+12.3%	Shares	Sole	2024-01-18
2023-09-30	$1,562,989	3,100	-2.8%	Shares	Sole	2023-10-12
2023-06-30	$1,532,280	3,188	-1.6%	Shares	Sole	2023-07-14
2023-03-31	$1,530,719	3,239	-0.4%	Shares	Sole	2023-05-12
2022-12-31	$1,724,145	3,252	-1.2%	Shares	Sole	2023-02-14
2022-09-30	$1,661,581	3,290	-0.1%	Shares	Sole	2022-11-15
2022-06-30	$1,691,383	3,293	-2.1%	Shares	Sole	2022-08-09
2022-03-31	$1,715,539	3,364	+0.8%	Shares	Sole	2022-05-16
2021-12-31	$1,675,139	3,336	+1.9%	Shares	Sole	2022-02-11
2021-09-30	$1,278,892	3,273	-34.1%	Shares	Sole	2021-11-16
2021-06-30	$1,988,985	4,967	-0.3%	Shares	Sole	2021-08-12
2021-03-31	$1,852,908	4,980	+2.5%	Shares	Sole	2021-05-17
2020-12-31	$1,703,252	4,857	+1.9%	Shares	Sole	2021-02-09
2020-09-30	$1,486,519	4,768	-0.9%	Shares	Sole	2020-11-12
2020-06-30	$1,419,299	4,812	-8.5%	Shares	Sole	2020-07-27
2020-03-31	$1,311,240	5,258	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.