Crewe Advisors LLC

Position in UNH — Unitedhealth Group Inc

CIK 1730033 SALT LAKE CITY, UT

Position in UNH

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$254,781

+$119,486 QoQ

Shares Held

613

+22.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#2,841

of 3,349 holders

Holding Since

Sep 2020

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Crewe Advisors LLC holds $456,994 across 6 Healthcare Plans names. UNH ranks #1 (55.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	613	$254,781
2	CI	Cigna Group	555	$153,002
3	CVS	CVS HEALTH Corp	330	$34,138
4	ELV	Elevance Health, Inc.	33	$12,762
5	ALHC	Alignment Healthcare, Inc.	50	$1,190
6	CLOV	Clover Health Investments, Corp. /De	214	$1,121

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$254,781	613	+22.6%	Shares	Sole	2026-07-24
2026-03-31	$135,295	500	0.0%	Shares	Sole	2026-05-07
2025-12-31	$165,055	500	-23.1%	Shares	Sole	2026-01-16
2025-09-30	$224,445	650	-5.4%	Shares	Sole	2025-11-13
2025-06-30	$214,323	687	-55.1%	Shares	Sole	2025-07-30
2024-06-30	$778,658	1,529	-25.5%	Shares	Sole	2024-07-29
2024-03-31	$1,015,124	2,052	+82.7%	Shares	Sole	2024-05-14
2023-06-30	$539,758	1,123	-26.0%	Shares	Sole	2023-07-28
2023-03-31	$716,919	1,517	-1.0%	Shares	Sole	2023-05-12
2022-12-31	$812,765	1,533	+1.9%	Shares	Sole	2023-02-08
2022-09-30	$759,580	1,504	+14.5%	Shares	Sole	2022-11-14
2022-06-30	$674,396	1,313	+46.4%	Shares	Sole	2022-08-02
2022-03-31	$457,443	897	+43.1%	Shares	Sole	2022-04-27
2021-12-31	$314,841	627	+6170.0%	Shares	Sole	2022-02-10
2021-09-30	$3,907	10	0.0%	Shares	Sole	2021-10-29
2021-06-30	$4,004	10	-50.0%	Shares	Sole	2021-08-11
2021-03-31	$7,441	20	-44.4%	Shares	Sole	2021-04-21
2020-12-31	$12,624	36	-53.8%	Shares	Sole	2021-01-27
2020-09-30	$24,318	78	—	Shares	Sole	2020-10-13
No filing history on record for this holder in this stock.