Graves Light Lenhart Wealth, Inc.
Position in UNH — Unitedhealth Group Inc
CIK 1759803
HARRISONBURG, VA
Position in UNH
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$847,885
+$300,753 QoQ
Shares Held
2,040
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#1,940
of 3,349 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Graves Light Lenhart Wealth, Inc. holds $3,363,563 across 2 Healthcare Plans names. UNH ranks #2 (25.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ELV |
Elevance Health, Inc.
|
6,505 | $2,515,678 | |
| 2 | UNH |
Unitedhealth Group Inc
This page
|
2,040 | $847,885 |
All Filings in UNH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $847,885 | 2,040 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $547,132 | 2,022 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $673,094 | 2,039 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $704,066 | 2,039 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $536,588 | 1,720 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $900,850 | 1,720 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $845,797 | 1,672 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $977,584 | 1,672 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $851,482 | 1,672 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $823,180 | 1,664 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $882,890 | 1,677 | Shares | Sole | 2024-05-13 | |
| 2023-09-30 | $845,526 | 1,677 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $806,033 | 1,677 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $786,389 | 1,664 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $882,219 | 1,664 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $849,477 | 1,682 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $854,680 | 1,664 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $848,590 | 1,664 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $964,610 | 1,921 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $737,717 | 1,888 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $756,030 | 1,888 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $785,067 | 2,110 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $711,529 | 2,029 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $632,581 | 2,029 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $599,043 | 2,031 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $506,490 | 2,031 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||