Visionary Wealth Advisors

Position in UNH — Unitedhealth Group Inc

CIK 1802984 O'FALLON, IL

Position in UNH

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

Position Value

$2,953,882

+$560,785 QoQ

Shares Held

7,107

-19.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#1,214

of 3,349 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Visionary Wealth Advisors holds $5,054,358 across 4 Healthcare Plans names. UNH ranks #1 (58.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	7,107	$2,953,882
2	CVS	CVS HEALTH Corp	11,986	$1,239,951
3	CI	Cigna Group	2,093	$576,998
4	CNC	Centene Corp	4,417	$283,527

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,953,882	7,107	-19.6%	Shares	Sole	2026-08-13
2026-03-31	$2,393,097	8,844	-2.3%	Shares	Sole	2026-05-13
2025-12-31	$2,987,825	9,051	+0.8%	Shares	Sole	2026-02-13
2025-09-30	$3,099,412	8,976	+10.7%	Shares	Sole	2025-11-13
2025-06-30	$2,530,076	8,110	+659.4%	Shares	Sole	2025-08-14
2025-03-31	$559,365	1,068	-7.5%	Shares	Sole	2025-05-14
2024-12-31	$583,762	1,154	-1.7%	Shares	Sole	2025-02-14
2024-09-30	$686,414	1,174	+4.7%	Shares	Sole	2024-11-12
2024-06-30	$570,880	1,121	-1.8%	Shares	Sole	2024-08-13
2024-03-31	$564,947	1,142	-7.3%	Shares	Sole	2024-05-15
2023-12-31	$648,611	1,232	+3.2%	Shares	Sole	2024-02-14
2023-09-30	$602,002	1,194	-6.5%	Shares	Sole	2023-11-13
2023-06-30	$613,777	1,277	-2.3%	Shares	Sole	2023-08-11
2023-03-31	$617,675	1,307	-6.0%	Shares	Sole	2023-05-15
2022-12-31	$736,950	1,390	+9.3%	Shares	Sole	2023-02-14
2022-09-30	$642,410	1,272	-6.3%	Shares	Sole	2022-11-14
2022-06-30	$696,995	1,357	-19.0%	Shares	Sole	2022-08-12
2022-03-31	$854,709	1,676	+2.6%	Shares	Sole	2022-05-12
2021-12-31	$820,496	1,634	+28.8%	Shares	Sole	2022-02-14
2021-09-30	$495,849	1,269	-13.0%	Shares	Sole	2021-11-12
2021-06-30	$583,841	1,458	+2.7%	Shares	Sole	2021-08-13
2021-03-31	$528,339	1,420	+2.2%	Shares	Sole	2021-05-18
2020-12-31	$487,445	1,390	+12.1%	Shares	Sole	2021-02-16
2020-09-30	$386,594	1,240	+50.5%	Shares	Sole	2020-11-16
2020-06-30	$243,038	824	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.