Journey Advisory Group, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1840085 COVINGTON, KY

Position in UNH

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$960,105

+$585,431 QoQ

Shares Held

2,310

+103.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,850

of 3,349 holders

Holding Since

Dec 2020

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Journey Advisory Group, LLC holds $1,275,289 across 2 Healthcare Plans names. UNH ranks #1 (75.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	UNH	Unitedhealth Group Inc This page	2,310	$960,105
2	ELV	Elevance Health, Inc.	815	$315,184

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$960,105	2,310	+103.5%	Shares	Sole	2026-08-04
2025-12-31	$374,674	1,135	+37.7%	Shares	Sole	2026-01-27
2025-03-31	$431,570	824	-91.0%	Shares	Sole	2025-05-13
2024-12-31	$4,620,525	9,134	0.0%	Shares	Sole	2025-02-04
2024-09-30	$5,340,467	9,134	0.0%	Shares	Sole	2024-11-12
2024-06-30	$4,651,580	9,134	-0.7%	Shares	Sole	2024-08-02
2024-03-31	$4,548,271	9,194	+2.4%	Shares	Sole	2024-05-09
2023-12-31	$4,728,753	8,982	+0.3%	Shares	Sole	2024-02-14
2023-09-30	$4,514,517	8,954	+3.1%	Shares	Sole	2023-11-15
2023-06-30	$4,174,358	8,685	+6.9%	Shares	Sole	2023-08-09
2023-03-31	$3,839,321	8,124	+25.4%	Shares	Sole	2023-05-04
2022-12-31	$3,433,975	6,477	+3.3%	Shares	Sole	2023-02-07
2022-09-30	$3,167,105	6,271	+22.2%	Shares	Sole	2022-11-09
2022-06-30	$2,635,435	5,131	+21.6%	Shares	Sole	2022-08-02
2022-03-31	$2,151,563	4,219	+14.5%	Shares	Sole	2022-05-13
2021-12-31	$1,850,888	3,686	+11.5%	Shares	Sole	2022-02-11
2021-09-30	$1,291,395	3,305	+43.4%	Shares	Sole	2021-11-12
2021-06-30	$923,014	2,305	+19.9%	Shares	Sole	2021-08-13
2021-03-31	$715,118	1,922	+17.9%	Shares	Sole	2021-05-11
2020-12-31	$571,608	1,630	—	Shares	Sole	2021-01-19
No filing history on record for this holder in this stock.