MONECO ADVISORS, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1765690 FAIRFIELD, CT

Position in UNH

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$2,555,708

+$1,541,808 QoQ

Shares Held

6,149

+64.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#1,279

of 3,349 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

MONECO ADVISORS, LLC holds $4,979,138 across 4 Healthcare Plans names. UNH ranks #1 (51.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	6,149	$2,555,708
2	ELV	Elevance Health, Inc.	3,478	$1,345,046
3	CVS	CVS HEALTH Corp	7,778	$804,634
4	CI	Cigna Group	993	$273,750

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,555,708	6,149	+64.1%	Shares	Sole	2026-08-11
2026-03-31	$1,013,900	3,747	+1.9%	Shares	Sole	2026-05-08
2025-12-31	$1,214,144	3,678	-10.9%	Shares	Sole	2026-02-04
2025-09-30	$1,426,089	4,130	+2.7%	Shares	Sole	2025-11-05
2025-06-30	$1,254,119	4,020	-6.6%	Shares	Sole	2025-08-13
2025-03-31	$2,253,696	4,303	-3.4%	Shares	Sole	2025-08-15
2024-12-31	$2,253,606	4,455	-46.8%	Shares	Sole	2025-08-15
2024-09-30	$4,897,279	8,376	+0.5%	Shares	Sole	2024-10-25
2024-06-30	$4,245,191	8,336	-3.4%	Shares	Sole	2024-07-19
2024-03-31	$4,267,282	8,626	-0.8%	Shares	Sole	2024-07-19
2023-12-31	$4,579,236	8,698	+127.8%	Shares	Sole	2024-03-13
2023-09-30	$1,925,501	3,819	-0.5%	Shares	Sole	2024-03-13
2023-06-30	$1,844,696	3,838	+0.5%	Shares	Sole	2024-03-13
2023-03-31	$1,805,293	3,820	+196.4%	Shares	Sole	2023-05-12
2022-12-31	$683,402	1,289	+6.5%	Shares	Sole	2023-01-30
2022-09-30	$611,098	1,210	+0.7%	Shares	Sole	2022-11-02
2022-06-30	$617,383	1,202	-6.6%	Shares	Sole	2022-08-10
2022-03-31	$656,331	1,287	-8.1%	Shares	Sole	2022-05-09
2021-12-31	$703,498	1,401	+13.1%	Shares	Sole	2022-02-08
2021-09-30	$484,126	1,239	+13.8%	Shares	Sole	2021-11-03
2021-06-30	$436,079	1,089	+0.2%	Shares	Sole	2021-08-10
2021-03-31	$404,440	1,087	+9.6%	Shares	Sole	2021-05-17
2020-12-31	$347,874	992	-1.0%	Shares	Sole	2021-01-22
2020-09-30	$312,393	1,002	+27.0%	Shares	Sole	2020-10-20
2020-06-30	$232,715	789	—	Shares	Sole	2020-07-31
No filing history on record for this holder in this stock.