Opal Wealth Advisors, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1844201 JERICHO, NY

Position in UNH

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$1,679,145

+$658,480 QoQ

Shares Held

4,040

+7.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.47%

of 13F equity value

Holder Rank

#1,504

of 3,349 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Opal Wealth Advisors, LLC holds $2,360,620 across 3 Healthcare Plans names. UNH ranks #1 (71.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	4,040	$1,679,145
2	CVS	CVS HEALTH Corp	3,379	$349,557
3	CI	Cigna Group	1,204	$331,918

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,679,145	4,040	+7.1%	Shares	Sole	2026-07-20
2026-03-31	$1,020,665	3,772	+2.8%	Shares	Sole	2026-04-14
2025-12-31	$1,210,843	3,668	-4.8%	Shares	Sole	2026-01-26
2025-09-30	$1,330,095	3,852	-42.3%	Shares	Sole	2025-10-24
2025-06-30	$2,083,959	6,680	+53.8%	Shares	Sole	2025-07-14
2025-03-31	$2,274,646	4,343	+5.4%	Shares	Sole	2025-04-16
2024-12-31	$2,085,154	4,122	-9.1%	Shares	Sole	2025-01-29
2024-09-30	$2,651,523	4,535	+18.6%	Shares	Sole	2024-10-15
2024-06-30	$1,947,919	3,825	-2.0%	Shares	Sole	2024-07-12
2024-03-31	$1,930,319	3,902	-4.4%	Shares	Sole	2024-04-11
2023-12-31	$2,148,524	4,081	-0.0%	Shares	Sole	2024-01-22
2023-09-30	$2,058,607	4,083	+2.0%	Shares	Sole	2023-10-18
2023-06-30	$1,923,040	4,001	+59.1%	Shares	Sole	2023-07-27
2023-03-31	$1,188,091	2,514	+0.7%	Shares	Sole	2023-04-19
2022-12-31	$1,323,859	2,497	+3.1%	Shares	Sole	2023-02-03
2022-09-30	$1,223,206	2,422	-0.3%	Shares	Sole	2022-10-17
2022-06-30	$1,247,607	2,429	-3.3%	Shares	Sole	2022-08-10
2022-03-31	$1,280,534	2,511	-8.8%	Shares	Sole	2022-05-09
2021-12-31	$1,382,391	2,753	+14.6%	Shares	Sole	2022-01-31
2021-09-30	$938,557	2,402	-4.9%	Shares	Sole	2021-11-05
2021-06-30	$1,011,511	2,526	-3.1%	Shares	Sole	2021-08-02
2021-03-31	$970,358	2,608	-0.7%	Shares	Sole	2021-04-29
2020-12-31	$920,885	2,626	—	Shares	Sole	2021-02-11
No filing history on record for this holder in this stock.