Sound View Wealth Advisors Group, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1784777 SAVANNAH, GA

Position in UNH

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

Position Value

$2,074,824

+$811,169 QoQ

Shares Held

4,992

+6.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#1,384

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 77% Shared 0% None 23%

Healthcare · as of Jun 30, 2026

Sound View Wealth Advisors Group, LLC holds $3,484,868 across 5 Healthcare Plans names. UNH ranks #1 (59.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	4,992	$2,074,824
2	HUM	Humana Inc	953	$378,550
3	CVS	CVS HEALTH Corp	3,595	$371,902
4	CI	Cigna Group	1,297	$357,556
5	ELV	Elevance Health, Inc.	781	$302,036

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,074,824	4,992	+6.9%	Shares	Sole	2026-08-11
2026-03-31	$1,263,655	4,670	-3.6%	Shares	Sole	2026-05-06
2025-12-31	$1,598,392	4,842	-3.8%	Shares	Sole	2026-01-08
2025-09-30	$1,738,240	5,034	+41.6%	Shares	Sole	2025-11-10
2025-06-30	$1,109,053	3,555	-24.5%	Shares	Sole	2025-08-07
2025-03-31	$2,464,767	4,706	-6.1%	Shares	Sole	2025-05-08
2024-12-31	$2,535,876	5,013	-31.3%	Shares	Sole	2025-02-07
2024-09-30	$4,266,994	7,298	+15.5%	Shares	Sole	2024-11-12
2024-06-30	$3,219,032	6,321	+1.3%	Shares	Sole	2024-08-05
2024-03-31	$3,087,422	6,241	+0.2%	Shares	Sole	2024-05-09
2023-12-31	$3,277,802	6,226	-3.1%	Shares	Sole	2024-02-08
2023-09-30	$3,238,916	6,424	-1.0%	Shares	Sole	2023-11-07
2023-06-30	$3,118,392	6,488	-0.4%	Shares	Sole	2023-08-08
2023-03-31	$3,077,506	6,512	+4.6%	Shares	Sole	2023-05-12
2022-12-31	$3,300,900	6,226	+51.3%	Shares	Sole	2024-02-13
2022-09-30	$2,078,239	4,115	-3.9%	Shares	Sole	2022-11-08
2022-06-30	$2,200,390	4,284	-2.6%	Shares	Sole	2022-08-05
2022-03-31	$2,243,358	4,399	+10.8%	Shares	Sole	2022-05-11
2021-12-31	$1,993,997	3,971	-0.1%	Shares	Sole	2022-01-20
2021-09-30	$1,552,800	3,974	+3.8%	Shares	Sole	2021-10-21
2021-06-30	$1,533,685	3,830	-7.9%	Shares	Sole	2021-07-21
2021-03-31	$1,546,694	4,157	+5.4%	Shares	Sole	2021-04-28
2020-12-31	$1,383,081	3,944	+2.9%	Shares	Sole	2021-02-02
2020-09-30	$1,195,014	3,833	+2.7%	Shares	Sole	2020-11-09
2020-06-30	$1,101,048	3,733	+9.4%	Shares	Sole	2020-08-07
2020-03-31	$850,635	3,411	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.