Principle Wealth Partners LLC

Position in UNH — Unitedhealth Group Inc

CIK 1743413 MADISON, CT

Position in UNH

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$11,079,448

+$3,810,860 QoQ

Shares Held

26,657

-0.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.92%

of 13F equity value

Holder Rank

#710

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

Principle Wealth Partners LLC holds $15,945,811 across 4 Healthcare Plans names. UNH ranks #1 (69.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	26,657	$11,079,448
2	CVS	CVS HEALTH Corp	20,714	$2,142,863
3	CI	Cigna Group	6,295	$1,735,405
4	ELV	Elevance Health, Inc.	2,555	$988,095

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,079,448	26,657	-0.8%	Shares	Sole	2026-08-07
2026-03-31	$7,268,588	26,862	+52.0%	Shares	Sole	2026-05-07
2025-12-31	$5,835,024	17,676	+7.4%	Shares	Sole	2026-02-06
2025-09-30	$5,681,220	16,453	+19.7%	Shares	Sole	2025-11-03
2025-06-30	$4,287,715	13,744	+80.5%	Shares	Sole	2025-07-30
2025-03-31	$3,987,832	7,614	+1.2%	Shares	Sole	2025-05-06
2024-12-31	$3,805,078	7,522	-0.5%	Shares	Sole	2025-01-29
2024-09-30	$4,421,350	7,562	-0.5%	Shares	Sole	2024-11-13
2024-06-30	$3,870,376	7,600	+0.7%	Shares	Sole	2024-08-13
2024-03-31	$3,734,985	7,550	+0.3%	Shares	Sole	2024-04-23
2023-12-31	$3,964,319	7,530	+1.6%	Shares	Sole	2024-02-05
2023-09-30	$3,736,552	7,411	+2.4%	Shares	Sole	2023-11-01
2023-06-30	$3,478,872	7,238	-0.6%	Shares	Sole	2023-07-31
2023-03-31	$3,439,982	7,279	+8.4%	Shares	Sole	2023-05-10
2022-12-31	$3,561,219	6,717	-1.5%	Shares	Sole	2023-02-02
2022-09-30	$3,445,382	6,822	-1.0%	Shares	Sole	2022-11-14
2022-06-30	$3,537,883	6,888	+0.6%	Shares	Sole	2022-08-02
2022-03-31	$3,491,764	6,847	0.0%	Shares	Sole	2022-05-12
2021-12-31	$3,438,152	6,847	+2.1%	Shares	Sole	2022-02-11
2021-09-30	$2,619,911	6,705	+3.1%	Shares	Sole	2021-11-16
2021-06-30	$2,604,862	6,505	+0.5%	Shares	Sole	2021-08-13
2021-03-31	$2,407,292	6,470	0.0%	Shares	Sole	2021-05-18
2020-12-31	$2,268,899	6,470	+12.6%	Shares	Sole	2021-02-16
2020-09-30	$1,791,118	5,745	+0.5%	Shares	Sole	2020-11-16
2020-06-30	$1,686,819	5,719	+0.5%	Shares	Sole	2020-08-14
2020-03-31	$1,418,972	5,690	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.