IAG Wealth Partners, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1827261 Waukesha, WI

Position in UNH

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$50,706

+$31,224 QoQ

Shares Held

122

+69.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#3,205

of 3,349 holders

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

IAG Wealth Partners, LLC holds $90,925 across 2 Healthcare Plans names. UNH ranks #1 (55.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	UNH	Unitedhealth Group Inc This page	122	$50,706
2	ELV	Elevance Health, Inc.	104	$40,219

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$50,706	122	+69.4%	Shares	Sole	2026-08-06
2026-03-31	$19,482	72	+10.8%	Shares	Sole	2026-04-29
2025-12-31	$21,457	65	-18.8%	Shares	Sole	2026-02-10
2025-09-30	$27,624	80	0.0%	Shares	Sole	2025-11-12
2025-06-30	$24,957	80	0.0%	Shares	Sole	2025-08-13
2025-03-31	$41,900	80	-38.9%	Shares	Sole	2025-04-16
2024-09-30	$76,593	131	-14.9%	Shares	Sole	2024-10-29
2024-06-30	$78,426	154	+17.6%	Shares	Sole	2024-07-16
2024-03-31	$64,805	131	-16.0%	Shares	Sole	2024-04-24
2023-12-31	$82,129	156	0.0%	Shares	Sole	2024-02-02
2023-09-30	$78,653	156	0.0%	Shares	Sole	2023-10-24
2023-06-30	$74,979	156	-20.0%	Shares	Sole	2023-08-10
2023-03-31	$92,155	195	+126.7%	Shares	Sole	2023-04-25
2022-12-31	$45,595	86	+95.5%	Shares	Sole	2023-02-08
2022-09-30	$22,221	44	+2100.0%	Shares	Sole	2022-10-26
2022-06-30	$1,027	2	-50.0%	Shares	Sole	2022-08-03
2022-03-31	$2,039	4	-89.2%	Shares	Sole	2022-05-04
2020-12-31	$12,975	37	0.0%	Shares	Sole	2021-02-11
2020-09-30	$11,535	37	-19.6%	Shares	Sole	2021-02-11
2020-06-30	$13,567	46	0.0%	Shares	Sole	2021-02-11
2020-03-31	$11,471	46	—	Shares	Sole	2021-02-11
No filing history on record for this holder in this stock.