Physician Wealth Advisors, Inc.

Position in UNH — Unitedhealth Group Inc

CIK 1795173 MIDVALE, UT

Position in UNH

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$279,718

+$122,506 QoQ

Shares Held

673

+15.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#2,766

of 3,349 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Physician Wealth Advisors, Inc. holds $1,215,438 across 9 Healthcare Plans names. UNH ranks #2 (23.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CI	Cigna Group	2,726	$751,503
2	UNH	Unitedhealth Group Inc This page	673	$279,718
3	CVS	CVS HEALTH Corp	819	$84,725
4	ELV	Elevance Health, Inc.	122	$47,181
5	HUM	Humana Inc	65	$25,819
6	MOH	Molina Healthcare, Inc.	48	$10,977
7	CNC	Centene Corp	171	$10,976
8	CLOV	Clover Health Investments, Corp. /De	571	$2,992

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$279,718	673	+15.8%	Shares	Sole	2026-07-20
2026-03-31	$157,212	581	-3.6%	Shares	Sole	2026-04-24
2025-12-31	$199,056	603	-21.3%	Shares	Sole	2026-01-29
2025-09-30	$264,499	766	+62.6%	Shares	Sole	2025-11-04
2025-06-30	$146,937	471	-14.8%	Shares	Sole	2025-07-14
2025-03-31	$289,633	553	-17.7%	Shares	Sole	2025-04-28
2024-12-31	$339,937	672	-1.0%	Shares	Sole	2025-02-12
2024-09-30	$396,997	679	-4.2%	Shares	Sole	2024-10-16
2024-06-30	$361,065	709	+2.0%	Shares	Sole	2024-07-17
2024-03-31	$343,816	695	+74.6%	Shares	Sole	2024-04-17
2023-12-31	$209,535	398	+1.3%	Shares	Sole	2024-01-23
2023-09-30	$198,146	393	—	Shares	Sole	2023-10-10
No filing history on record for this holder in this stock.