Soltis Investment Advisors LLC

Position in UNH — Unitedhealth Group Inc

CIK 1802530 ST. GEORGE, UT

Position in UNH

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$13,156,352

+$4,975,876 QoQ

Shares Held

31,654

+4.7% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

1.09%

of 13F equity value

Holder Rank

#650

of 3,349 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 83% Shared 0% None 17%

Healthcare · as of Jun 30, 2026

Soltis Investment Advisors LLC holds $15,878,184 across 5 Healthcare Plans names. UNH ranks #1 (82.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	31,654	$13,156,352
2	CI	Cigna Group	3,529	$972,874
3	CVS	CVS HEALTH Corp	6,619	$684,735
4	CNC	Centene Corp	10,045	$644,788
5	MOH	Molina Healthcare, Inc.	1,834	$419,435

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,156,352	31,654	+4.7%	Shares	Sole	2026-07-31
2026-03-31	$8,180,476	30,232	+7.4%	Shares	Sole	2026-04-27
2025-12-31	$9,290,615	28,144	-2.0%	Shares	Sole	2026-04-02
2025-09-30	$9,919,087	28,726	+4.6%	Shares	Sole	2025-11-12
2025-06-30	$8,568,256	27,465	+30.6%	Shares	Sole	2025-08-06
2025-03-31	$11,013,415	21,028	-1.9%	Shares	Sole	2025-05-13
2024-12-31	$10,847,661	21,444	+17.2%	Shares	Sole	2025-01-29
2024-09-30	$10,697,305	18,296	-3.3%	Shares	Sole	2025-01-03
2024-06-30	$9,635,199	18,920	+26.0%	Shares	Sole	2024-08-12
2024-03-31	$7,425,447	15,010	+93.3%	Shares	Sole	2024-05-29
2023-12-31	$4,088,566	7,766	+1.7%	Shares	Sole	2024-01-26
2023-09-30	$3,848,482	7,633	+60.3%	Shares	Sole	2023-11-08
2023-06-30	$2,288,327	4,761	+4.9%	Shares	Sole	2023-08-09
2023-03-31	$2,144,140	4,537	+0.8%	Shares	Sole	2023-05-03
2022-12-31	$2,386,340	4,501	+14.5%	Shares	Sole	2023-02-09
2022-09-30	$1,984,807	3,930	+9.4%	Shares	Sole	2022-11-14
2022-06-30	$1,844,958	3,592	+106.3%	Shares	Sole	2022-08-11
2022-03-31	$887,857	1,741	+3.9%	Shares	Sole	2022-05-06
2021-12-31	$841,586	1,676	+1.0%	Shares	Sole	2022-02-09
2021-09-30	$648,628	1,660	-23.1%	Shares	Sole	2021-11-09
2021-06-30	$864,950	2,160	+78.7%	Shares	Sole	2021-08-04
2021-03-31	$449,832	1,209	-2.3%	Shares	Sole	2021-05-11
2020-12-31	$433,791	1,237	—	Shares	Sole	2021-02-10
No filing history on record for this holder in this stock.