Centennial Wealth Advisory LLC
Position in UNH — Unitedhealth Group Inc
CIK 1839421
Traverse City, MI
Position in UNH
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$323,360
+$115,547 QoQ
Shares Held
778
+1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#2,645
of 3,349 holders
Holding Since
Jun 2023
10 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, 2026Centennial Wealth Advisory LLC holds $1,087,958 across 2 Healthcare Plans names. UNH ranks #2 (29.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
|
7,391 | $764,598 | |
| 2 | UNH |
Unitedhealth Group Inc
This page
|
778 | $323,360 |
All Filings in UNH
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $323,360 | 778 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $207,813 | 768 | Shares | Sole | 2026-04-20 | |
| 2025-03-31 | $474,517 | 906 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $417,840 | 826 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $477,098 | 816 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $373,796 | 734 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $255,265 | 516 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $213,220 | 405 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $252,095 | 500 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $205,713 | 428 | Shares | Sole | 2023-07-17 | |
| No filing history on record for this holder in this stock. | ||||||