Centerpoint Advisors, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1733788 NEEDHAM, MA

Position in UNH

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

Position Value

$518,290

+$180,865 QoQ

Shares Held

1,247

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.60%

of 13F equity value

Holder Rank

#2,287

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

Centerpoint Advisors, LLC holds $547,526 across 3 Healthcare Plans names. UNH ranks #1 (94.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	1,247	$518,290
2	CVS	CVS HEALTH Corp	200	$20,690
3	CI	Cigna Group	31	$8,546

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$518,290	1,247	0.0%	Shares	Sole	2026-08-05
2026-03-31	$337,425	1,247	-0.4%	Shares	Sole	2026-05-07
2025-12-31	$413,297	1,252	-0.7%	Shares	Sole	2026-02-13
2025-09-30	$435,423	1,261	+5.8%	Shares	Sole	2025-11-06
2025-06-30	$371,868	1,192	+0.7%	Shares	Sole	2025-08-01
2025-03-31	$620,120	1,184	-14.7%	Shares	Sole	2025-05-13
2024-12-31	$702,133	1,388	-17.5%	Shares	Sole	2025-01-31
2024-09-30	$984,016	1,683	0.0%	Shares	Sole	2024-10-15
2024-06-30	$857,084	1,683	-4.7%	Shares	Sole	2024-07-30
2024-03-31	$873,640	1,766	0.0%	Shares	Sole	2024-05-02
2023-12-31	$929,746	1,766	-17.1%	Shares	Sole	2024-01-16
2023-09-30	$1,074,428	2,131	-0.9%	Shares	Sole	2023-11-01
2023-06-30	$1,033,856	2,151	-4.2%	Shares	Sole	2023-07-17
2023-03-31	$1,060,964	2,245	-10.6%	Shares	Sole	2023-05-03
2022-12-31	$1,331,812	2,512	+35.8%	Shares	Sole	2023-01-24
2022-09-30	$934,324	1,850	0.0%	Shares	Sole	2022-10-13
2022-06-30	$950,215	1,850	-4.1%	Shares	Sole	2022-07-18
2022-03-31	$984,242	1,930	-6.4%	Shares	Sole	2022-04-27
2021-12-31	$1,035,914	2,063	-5.1%	Shares	Sole	2022-01-14
2021-09-30	$849,859	2,175	-2.9%	Shares	Sole	2021-10-25
2021-06-30	$896,985	2,240	+210.2%	Shares	Sole	2021-07-26
2021-03-31	$268,634	722	0.0%	Shares	Sole	2021-04-23
2020-12-31	$253,190	722	-10.5%	Shares	Sole	2021-01-22
2020-09-30	$251,598	807	-16.5%	Shares	Sole	2020-10-13
2020-06-30	$285,216	967	+18.1%	Shares	Sole	2020-07-31
2020-03-31	$204,242	819	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.