CVA Family Office, LLC
Family OfficePosition in UNH — Unitedhealth Group Inc
CIK 1802084
DENVER, CO
Position in UNH
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$954,702
+$581,559 QoQ
Shares Held
2,297
+66.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,853
of 3,349 holders
Holding Since
Sep 2020
24 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, 2026CVA Family Office, LLC holds $2,265,126 across 9 Healthcare Plans names. UNH ranks #1 (42.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
2,297 | $954,702 | |
| 2 | CVS |
CVS HEALTH Corp
|
3,640 | $376,558 | |
| 3 | CI |
Cigna Group
|
1,143 | $315,102 | |
| 4 | ELV |
Elevance Health, Inc.
|
722 | $279,219 | |
| 5 | CNC |
Centene Corp
|
3,742 | $240,198 | |
| 6 | HUM |
Humana Inc
|
213 | $84,607 | |
| 7 | MOH |
Molina Healthcare, Inc.
|
39 | $8,919 | |
| 8 | OSCR |
Oscar Health, Inc.
|
149 | $4,249 |
All Filings in UNH
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $954,702 | 2,297 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $373,143 | 1,379 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $529,166 | 1,603 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $719,605 | 2,084 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $528,165 | 1,693 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,289,472 | 2,462 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,225,192 | 2,422 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $1,357,626 | 2,322 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $1,132,084 | 2,223 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $1,146,219 | 2,317 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $1,319,860 | 2,507 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $1,240,307 | 2,460 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,156,900 | 2,407 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $956,522 | 2,024 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $990,376 | 1,868 | Shares | Sole | 2023-02-22 | |
| 2022-09-30 | $962,606 | 1,906 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $747,845 | 1,456 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $711,918 | 1,396 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $650,773 | 1,296 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $82,055 | 210 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $518,970 | 1,296 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $342,304 | 920 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $73,642 | 210 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $65,471 | 210 | Shares | Sole | 2020-10-27 | |
| No filing history on record for this holder in this stock. | ||||||