Position in UNH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,189,954
+$812,381 QoQ
Shares Held
5,269
+3.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#1,361
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, 2026Meridian Wealth Advisors, LLC holds $3,384,475 across 2 Healthcare Plans names. UNH ranks #1 (64.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
5,269 | $2,189,954 | |
| 2 | CI |
Cigna Group
|
4,333 | $1,194,521 |
All Filings in UNH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,189,954 | 5,269 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,377,573 | 5,091 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $3,756,321 | 11,379 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,400,503 | 12,744 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,168,231 | 13,361 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $6,771,040 | 12,928 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $6,673,810 | 13,193 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $7,646,445 | 13,078 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $6,656,028 | 13,070 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $6,235,693 | 12,605 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $6,271,837 | 11,913 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $5,906,081 | 11,714 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $5,533,127 | 11,512 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $5,005,673 | 10,592 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $5,484,181 | 10,344 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $5,199,891 | 10,296 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $5,301,175 | 10,321 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $5,423,020 | 10,634 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $4,793,428 | 9,546 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $3,574,880 | 9,149 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,606,362 | 9,006 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $3,235,148 | 8,695 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $2,956,583 | 8,431 | Shares | Sole | 2021-05-07 | |
| 2020-09-30 | $2,562,437 | 8,219 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $2,564,000 | 8,693 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,637,429 | 6,566 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||