Kingsview Wealth Management, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1791965 GRANTS PASS, OR

Position in UNH

as of Jun 30, 2026 · filed Aug 19, 2026 Compact

Position Value

$4,037,845

-$4,817,753 QoQ

Shares Held

9,715

-70.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,063

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Kingsview Wealth Management, LLC holds $23,823,476 across 4 Healthcare Plans names. UNH ranks #3 (16.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CI	Cigna Group	37,331	$10,291,409
2	ELV	Elevance Health, Inc.	15,424	$5,964,922
3	UNH	Unitedhealth Group Inc This page	9,715	$4,037,845
4	CVS	CVS HEALTH Corp	34,116	$3,529,300

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,037,845	9,715	-70.3%	Shares	Sole	2026-08-19
2026-03-31	$8,855,598	32,727	-6.9%	Shares	Defined	2026-05-12
2025-12-31	$11,601,715	35,145	-11.3%	Shares	Sole	2026-02-09
2025-09-30	$13,677,678	39,611	-0.8%	Shares	Sole	2025-11-12
2025-06-30	$12,453,530	39,919	+329.1%	Shares	Defined	2025-08-08
2025-03-31	$4,871,922	9,302	-6.4%	Shares	Sole	2025-05-02
2024-12-31	$5,028,248	9,940	-5.0%	Shares	Sole	2025-01-28
2024-09-30	$6,116,337	10,461	+4.1%	Shares	Sole	2024-11-12
2024-06-30	$5,115,516	10,045	-6.7%	Shares	Sole	2024-08-14
2024-03-31	$5,324,950	10,764	-9.4%	Shares	Sole	2024-05-09
2023-12-31	$6,257,622	11,886	-10.5%	Shares	Sole	2024-02-08
2023-09-30	$6,694,634	13,278	-29.7%	Shares	Sole	2023-11-07
2023-06-30	$9,075,924	18,883	+5.1%	Shares	Defined	2023-08-10
2023-03-31	$8,489,133	17,963	+50.2%	Shares	Defined	2023-05-15
2022-12-31	$6,340,422	11,959	-29.9%	Shares	Sole	2023-02-13
2022-09-30	$8,620,022	17,068	+11.9%	Shares	Defined	2022-11-15
2022-06-30	$7,831,829	15,248	+37.5%	Shares	Defined	2022-08-16
2022-03-31	$5,655,057	11,089	+15.0%	Shares	Sole	2024-02-08
2021-12-31	$4,843,140	9,645	-9.9%	Shares	Sole	2022-02-17
2021-09-30	$4,181,308	10,701	+1.8%	Shares	Sole	2021-12-03
2021-06-30	$4,210,626	10,515	-8.3%	Shares	Sole	2021-08-17
2021-03-31	$4,266,154	11,466	+32.3%	Shares	Sole	2021-05-24
2020-12-31	$3,039,343	8,667	-1.2%	Shares	Sole	2021-02-16
2020-09-30	$2,733,599	8,768	+15.5%	Shares	Sole	2020-11-19
2020-06-30	$2,238,965	7,591	-18.5%	Shares	Sole	2020-08-14
2020-03-31	$2,322,725	9,314	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.