Centric Wealth Management

Position in UNH — Unitedhealth Group Inc

CIK 1752761 CHICAGO, IL

Position in UNH

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$16,283,551

+$10,397,407 QoQ

Shares Held

39,178

+80.1% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

4.27%

of 13F equity value

Holder Rank

#590

of 3,340 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Centric Wealth Management holds $17,464,875 across 3 Healthcare Plans names. UNH ranks #1 (93.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	39,178	$16,283,551
2	MOH	Molina Healthcare, Inc.	2,798	$639,902
3	ELV	Elevance Health, Inc.	1,400	$541,422

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$16,283,551	39,178	+80.1%	Shares	Sole	2026-08-06
2026-03-31	$5,886,144	21,753	-6.4%	Shares	Sole	2026-05-12
2025-12-31	$7,672,416	23,242	-38.2%	Shares	Sole	2026-02-04
2025-09-30	$12,978,100	37,585	-29.2%	Shares	Sole	2025-11-04
2025-06-30	$16,568,414	53,109	+1344.4%	Shares	Sole	2025-08-12
2025-03-31	$1,925,828	3,677	-16.1%	Shares	Sole	2025-05-15
2024-12-31	$2,215,666	4,380	-44.3%	Shares	Sole	2025-02-12
2024-09-30	$4,595,000	7,859	+0.1%	Shares	Sole	2024-11-14
2024-06-30	$3,996,672	7,848	+4.8%	Shares	Sole	2024-08-13
2024-03-31	$3,704,313	7,488	+7.5%	Shares	Sole	2024-05-01
2023-12-31	$3,667,390	6,966	+5.1%	Shares	Sole	2024-02-06
2023-09-30	$3,341,771	6,628	+9.5%	Shares	Sole	2023-11-06
2023-06-30	$2,909,794	6,054	+2.0%	Shares	Sole	2023-08-15
2023-03-31	$2,804,821	5,935	+2.4%	Shares	Sole	2023-05-02
2022-12-31	$3,071,862	5,794	+3.1%	Shares	Sole	2023-01-04
2022-09-30	$2,839,334	5,622	-13.0%	Shares	Sole	2022-10-05
2022-06-30	$3,319,590	6,463	-1.1%	Shares	Sole	2022-07-06
2022-03-31	$3,331,634	6,533	+0.8%	Shares	Sole	2022-04-05
2021-12-31	$3,254,369	6,481	+2.6%	Shares	Sole	2022-01-27
2021-09-30	$2,467,913	6,316	+0.8%	Shares	Sole	2021-10-06
2021-06-30	$2,509,557	6,267	-2.0%	Shares	Sole	2021-07-21
2021-03-31	$2,379,015	6,394	-2.3%	Shares	Sole	2021-04-14
2020-12-31	$2,295,551	6,546	+91.9%	Shares	Sole	2021-02-16
2020-09-30	$1,063,759	3,412	-18.3%	Shares	Sole	2020-10-05
2020-06-30	$1,232,301	4,178	+22.5%	Shares	Sole	2020-07-29
2020-03-31	$850,884	3,412	—	Shares	Sole	2020-04-08
No filing history on record for this holder in this stock.