Net Worth Advisory Group

Position in UNH — Unitedhealth Group Inc

CIK 1791998 SANDY, UT

Position in UNH

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$359,935

+$77,710 QoQ

Shares Held

866

-17.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#2,565

of 3,349 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Net Worth Advisory Group holds $3,498,247 across 6 Healthcare Plans names. UNH ranks #4 (10.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CI	Cigna Group	4,029	$1,110,714
2	CVS	CVS HEALTH Corp	9,526	$985,464
3	CNC	Centene Corp	8,076	$518,398
4	UNH	Unitedhealth Group Inc This page	866	$359,935
5	MOH	Molina Healthcare, Inc.	1,402	$320,637
6	ALHC	Alignment Healthcare, Inc.	8,530	$203,099

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$359,935	866	-17.0%	Shares	Sole	2026-07-14
2026-03-31	$282,225	1,043	-8.3%	Shares	Sole	2026-05-05
2025-12-31	$375,335	1,137	-10.1%	Shares	Sole	2026-01-14
2025-09-30	$436,804	1,265	-17.6%	Shares	Sole	2025-10-15
2025-06-30	$478,873	1,535	-57.9%	Shares	Sole	2025-07-22
2025-03-31	$1,907,497	3,642	+0.6%	Shares	Sole	2025-04-15
2024-12-31	$1,831,719	3,621	-1.1%	Shares	Sole	2025-02-07
2024-09-30	$2,141,682	3,663	—	Shares	Sole	2024-10-17
No filing history on record for this holder in this stock.