Octavia Wealth Advisors, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1841259 CINCINNATI, OH

Position in UNH

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$547,384

+$190,476 QoQ

Shares Held

1,317

-0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#2,246

of 3,349 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Octavia Wealth Advisors, LLC holds $1,939,970 across 3 Healthcare Plans names. UNH ranks #2 (28.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ELV	Elevance Health, Inc.	2,360	$912,682
2	UNH	Unitedhealth Group Inc This page	1,317	$547,384
3	CVS	CVS HEALTH Corp	4,639	$479,904

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$547,384	1,317	-0.2%	Shares	Sole	2026-07-14
2026-03-31	$356,908	1,319	-4.9%	Shares	Sole	2026-04-10
2025-12-31	$457,862	1,387	+6.0%	Shares	Sole	2026-01-23
2025-09-30	$451,997	1,309	+11.5%	Shares	Sole	2025-10-28
2025-06-30	$366,252	1,174	+61.7%	Shares	Sole	2025-07-16
2025-03-31	$380,242	726	+6.5%	Shares	Sole	2025-04-14
2024-12-31	$344,996	682	-12.1%	Shares	Sole	2025-01-17
2024-09-30	$453,711	776	-6.5%	Shares	Sole	2024-10-10
2024-06-30	$422,685	830	+2.1%	Shares	Sole	2024-08-02
2024-03-31	$402,191	813	-6.4%	Shares	Sole	2024-04-15
2023-12-31	$457,502	869	+3.8%	Shares	Sole	2024-01-30
2023-09-30	$422,007	837	+9.0%	Shares	Sole	2023-10-30
2023-06-30	$369,131	768	+1.6%	Shares	Sole	2023-07-18
2023-03-31	$357,278	756	+9.4%	Shares	Sole	2023-04-20
2022-12-31	$366,354	691	-4.4%	Shares	Sole	2023-01-19
2022-09-30	$365,143	723	-2.3%	Shares	Sole	2022-10-17
2022-06-30	$380,086	740	+8.8%	Shares	Sole	2022-07-18
2022-03-31	$346,779	680	-6.7%	Shares	Sole	2022-04-20
2021-12-31	$366,060	729	+6.3%	Shares	Sole	2022-01-28
2021-09-30	$268,047	686	—	Shares	Sole	2021-11-12
No filing history on record for this holder in this stock.