Foster Victor Wealth Advisors, LLC
Position in UNH — Unitedhealth Group Inc
CIK 1769063
GREENVILLE, SC
Position in UNH
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$332,919
+$79,918 QoQ
Shares Held
801
-14.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,617
of 3,349 holders
Holding Since
Dec 2021
19 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, 2026Foster Victor Wealth Advisors, LLC holds $15,403,241 across 2 Healthcare Plans names. UNH ranks #2 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CI |
Cigna Group
|
54,666 | $15,070,322 | |
| 2 | UNH |
Unitedhealth Group Inc
This page
|
801 | $332,919 |
All Filings in UNH
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $332,919 | 801 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $253,001 | 935 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $256,495 | 777 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $358,076 | 1,037 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $252,383 | 809 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $423,190 | 808 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $435,039 | 860 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $526,212 | 900 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $462,408 | 908 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $401,696 | 812 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $429,073 | 815 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $412,931 | 819 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $400,373 | 833 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $478,733 | 1,013 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $521,166 | 983 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $422,718 | 837 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $434,017 | 845 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $262,634 | 515 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $278,185 | 554 | Shares | Sole | 2022-01-19 | |
| No filing history on record for this holder in this stock. | ||||||