CLIENT 1ST ADVISORY GROUP, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1802816 DUNEDIN, FL

Position in UNH

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$241,481

+$15,356 QoQ

Shares Held

581

-15.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

#2,891

of 3,349 holders

Holding Since

Jun 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

CLIENT 1ST ADVISORY GROUP, LLC holds $673,458 across 2 Healthcare Plans names. UNH ranks #2 (35.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	ELV	Elevance Health, Inc.	1,117	$431,977
2	UNH	Unitedhealth Group Inc This page	581	$241,481

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$241,481	581	-15.2%	Shares	Sole	2026-07-13
2025-12-31	$226,125	685	+11.9%	Shares	Sole	2026-01-12
2025-09-30	$211,323	612	+5.9%	Shares	Sole	2025-10-17
2025-03-31	$302,727	578	0.0%	Shares	Sole	2025-05-19
2024-12-31	$292,387	578	-5.2%	Shares	Sole	2025-01-16
2024-09-30	$356,654	610	-14.6%	Shares	Sole	2025-02-10
2024-06-30	$363,611	714	-11.9%	Shares	Sole	2024-08-08
2024-03-31	$400,707	810	+8.7%	Shares	Sole	2024-05-09
2023-12-31	$392,220	745	+9.1%	Shares	Sole	2024-02-13
2023-09-30	$344,361	683	0.0%	Shares	Sole	2023-11-14
2023-06-30	$328,277	683	-25.8%	Shares	Sole	2023-08-14
2023-03-31	$435,255	921	0.0%	Shares	Sole	2023-05-15
2022-12-31	$488,295	921	0.0%	Shares	Sole	2023-02-13
2022-09-30	$465,141	921	+12.7%	Shares	Sole	2022-11-23
2022-06-30	$419,635	817	+2.9%	Shares	Sole	2022-08-12
2022-03-31	$404,916	794	+43.3%	Shares	Sole	2022-05-13
2021-12-31	$278,185	554	+3.0%	Shares	Sole	2022-02-14
2021-09-30	$210,218	538	+4.5%	Shares	Sole	2021-11-12
2021-06-30	$206,226	515	—	Shares	Sole	2021-08-03
No filing history on record for this holder in this stock.