Truvestments Capital LLC

Position in UNH — Unitedhealth Group Inc

CIK 1750405 SARASOTA, FL

Position in UNH

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

Position Value

$89,360

-$101,947 QoQ

Shares Held

215

-69.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#3,156

of 3,349 holders

Holding Since

Jun 2020

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Truvestments Capital LLC holds $974,719 across 4 Healthcare Plans names. UNH ranks #3 (9.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVS	CVS HEALTH Corp	4,733	$489,628
2	CI	Cigna Group	1,298	$357,832
3	UNH	Unitedhealth Group Inc This page	215	$89,360
4	ELV	Elevance Health, Inc.	98	$37,899

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$89,360	215	-69.6%	Shares	Sole	2026-08-12
2026-03-31	$191,307	707	+227.3%	Shares	Sole	2026-05-13
2025-12-31	$71,303	216	+3.3%	Shares	Sole	2026-02-13
2025-09-30	$72,167	209	-62.1%	Shares	Sole	2025-11-14
2025-06-30	$172,207	552	-13.2%	Shares	Sole	2025-08-13
2025-03-31	$333,105	636	+6.9%	Shares	Sole	2025-05-14
2024-12-31	$300,986	595	+0.7%	Shares	Sole	2025-02-10
2024-09-30	$345,545	591	+13.0%	Shares	Sole	2024-11-13
2024-06-30	$266,342	523	+3168.8%	Shares	Sole	2024-08-14
2023-09-30	$8,067	16	0.0%	Shares	Sole	2023-11-13
2023-06-30	$7,690	16	0.0%	Shares	Sole	2023-08-10
2023-03-31	$7,561	16	-27.3%	Shares	Sole	2023-05-12
2022-12-31	$11,663	22	+37.5%	Shares	Sole	2023-02-14
2022-09-30	$8,080	16	0.0%	Shares	Sole	2022-11-15
2022-06-30	$8,218	16	0.0%	Shares	Sole	2022-08-09
2021-12-31	$8,034	16	0.0%	Shares	Sole	2022-02-14
2021-09-30	$6,251	16	0.0%	Shares	Sole	2021-10-29
2021-06-30	$6,407	16	0.0%	Shares	Sole	2021-08-12
2021-03-31	$5,953	16	0.0%	Shares	Sole	2021-05-18
2020-12-31	$5,610	16	-75.8%	Shares	Sole	2021-02-17
2020-06-30	$19,466	66	—	Shares	Sole	2020-08-06
No filing history on record for this holder in this stock.